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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 | $119,710 | $81,457+47.0% | $103,378+15.8% | $80,911+48.0% |
| Participation rate | 37.5% | 66.8%-29.3pp | 74.5%-37.0pp | 67.6%-30.1pp |
| Annual return | 7.09% | 25.58%-18.5pp | 24.91%-17.8pp | 35.63%-28.5pp |
| Employer contribution / active EE | $4,796 | $3,107+54.4% | $3,870+23.9% | $2,756+74.0% |
| Participant deferral / active EE | $2,949 | $3,871-23.8% | $5,058-41.7% | $4,297-31.4% |
| Admin fee / account holder | $4,336 | $6,717-35.4% | $8,401-48.4% | $6,935-37.5% |