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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,828 | $93,598-10.4% | $135,974-38.3% | $75,173+11.5% |
| Participation rate | 58.1% | 75.2%-17.1pp | 81.9%-23.9pp | 67.2%-9.1pp |
| Annual return | 12.83% | 30.89%-18.1pp | 68.30%-55.5pp | 160.72%-147.9pp |
| Employer contribution / active EE | $5,898 | $3,538+66.7% | $4,859+21.4% | $2,671+120.8% |
| Participant deferral / active EE | $4,398 | $6,405-31.3% | $7,760-43.3% | $4,126+6.6% |
| Admin fee / account holder | $15,205 | $6,978+117.9% | $10,767+41.2% | $5,651+169.1% |