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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 | $120,366 | $81,276+48.1% | $155,574-22.6% | $80,925+48.7% |
| Participation rate | 63.6% | 66.2%-2.6pp | 78.2%-14.6pp | 67.7%-4.0pp |
| Annual return | 10.36% | 33.36%-23.0pp | 64.87%-54.5pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,781 | $3,103-42.6% | $4,676-61.9% | $2,756-35.4% |
| Participant deferral / active EE | $5,226 | $3,453+51.4% | $5,629-7.2% | $4,299+21.6% |
| Admin fee / account holder | $21,123 | $7,993+164.3% | $15,914+32.7% | $6,940+204.4% |