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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 | $81,446+9.5% | $103,374-13.8% | $80,874+10.2% |
| Participation rate | 41.9% | 66.9%-24.9pp | 74.5%-32.6pp | 67.6%-25.7pp |
| Annual return | 10.16% | 25.57%-15.4pp | 24.89%-14.7pp | 35.62%-25.5pp |
| Employer contribution / active EE | $2,119 | $3,107-31.8% | $3,869-45.2% | $2,756-23.1% |
| Participant deferral / active EE | $5,556 | $3,870+43.6% | $5,058+9.9% | $4,297+29.3% |
| Admin fee / account holder | $15,750 | $6,715+134.6% | $8,394+87.6% | $6,935+127.1% |