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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 | $96,650 | $68,852+40.4% | $120,524-19.8% | $80,925+19.4% |
| Participation rate | 60.0% | 61.6%-1.6pp | 71.9%-11.9pp | 67.7%-7.7pp |
| Annual return | 8.86% | 23.67%-14.8pp | 107.36%-98.5pp | 35.65%-26.8pp |
| Employer contribution / active EE | $2,140 | $2,063+3.7% | $3,469-38.3% | $2,756-22.3% |
| Participant deferral / active EE | $2,575 | $3,187-19.2% | $4,994-48.4% | $4,299-40.1% |
| Admin fee / account holder | $4,515 | $5,781-21.9% | $9,440-52.2% | $6,940-34.9% |