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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 | $89,160 | $81,504+9.4% | $102,437-13.0% | $80,959+10.1% |
| Participation rate | 41.9% | 66.9%-24.9pp | 74.5%-32.6pp | 67.7%-25.7pp |
| Annual return | 10.16% | 25.60%-15.4pp | 24.95%-14.8pp | 35.67%-25.5pp |
| Employer contribution / active EE | $2,119 | $3,104-31.7% | $3,871-45.3% | $2,757-23.2% |
| Participant deferral / active EE | $5,556 | $3,871+43.5% | $5,060+9.8% | $4,300+29.2% |
| Admin fee / account holder | $15,750 | $6,719+134.4% | $8,388+87.8% | $6,925+127.4% |