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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 | $97,648+13.5% | $121,663-8.9% | $87,485+26.7% |
| Participation rate | 68.2% | 70.5%-2.3pp | 74.5%-6.3pp | 68.9%-0.7pp |
| Annual return | 9.38% | 18.03%-8.6pp | 147.54%-138.2pp | 26.06%-16.7pp |
| Employer contribution / active EE | $2,570 | $2,300+11.7% | $3,020-14.9% | $2,596-1.0% |
| Participant deferral / active EE | $4,000 | $3,923+2.0% | $4,887-18.1% | $4,274-6.4% |
| Admin fee / account holder | $3,379 | $11,100-69.6% | $14,289-76.4% | $7,775-56.5% |