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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 | $88,246 | $79,955+10.4% | $98,450-10.4% | $75,181+17.4% |
| Participation rate | 63.3% | 70.4%-7.1pp | 75.2%-11.9pp | 67.2%-3.9pp |
| Annual return | 12.51% | 19.75%-7.2pp | 21.16%-8.7pp | 160.69%-148.2pp |
| Employer contribution / active EE | $3,435 | $2,264+51.7% | $3,049+12.7% | $2,671+28.6% |
| Participant deferral / active EE | $5,184 | $3,752+38.1% | $4,739+9.4% | $4,126+25.6% |
| Admin fee / account holder | $3,769 | $6,841-44.9% | $8,961-57.9% | $5,650-33.3% |