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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 | $104,078 | $76,371+36.3% | $93,621+11.2% | $72,976+42.6% |
| Participation rate | 65.6% | 71.8%-6.1pp | 75.8%-10.2pp | 69.5%-3.9pp |
| Annual return | 14.34% | 25.82%-11.5pp | 32.76%-18.4pp | 81.02%-66.7pp |
| Employer contribution / active EE | $943 | $2,276-58.6% | $2,719-65.3% | $2,440-61.4% |
| Participant deferral / active EE | $2,082 | $3,538-41.2% | $4,070-48.8% | $3,608-42.3% |
| Admin fee / account holder | $8,981 | $6,839+31.3% | $7,890+13.8% | $5,124+75.3% |