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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 | $131,800 | $81,504+61.7% | $102,437+28.7% | $80,959+62.8% |
| Participation rate | 64.0% | 66.9%-2.9pp | 74.5%-10.5pp | 67.7%-3.7pp |
| Annual return | 9.28% | 25.60%-16.3pp | 24.95%-15.7pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,389 | $3,104-55.3% | $3,871-64.1% | $2,757-49.6% |
| Participant deferral / active EE | $4,329 | $3,871+11.8% | $5,060-14.5% | $4,300+0.7% |
| Admin fee / account holder | $15,936 | $6,719+137.2% | $8,388+90.0% | $6,925+130.1% |