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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 | $110,864 | $94,031+17.9% | $115,768-4.2% | $82,448+34.5% |
| Participation rate | 68.2% | 70.4%-2.2pp | 74.4%-6.2pp | 68.1%+0.1pp |
| Annual return | 9.38% | 20.61%-11.2pp | 100.46%-91.1pp | 41.64%-32.3pp |
| Employer contribution / active EE | $2,570 | $2,323+10.6% | $2,940-12.6% | $2,551+0.8% |
| Participant deferral / active EE | $4,000 | $3,972+0.7% | $4,917-18.6% | $4,139-3.4% |
| Admin fee / account holder | $3,379 | $10,249-67.0% | $12,439-72.8% | $7,234-53.3% |