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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 | $105,310 | $73,988+42.3% | $96,538+9.1% | $75,177+40.1% |
| Participation rate | 62.1% | 66.4%-4.4pp | 74.3%-12.3pp | 67.2%-5.1pp |
| Annual return | 11.88% | 26.73%-14.8pp | 35.74%-23.9pp | 160.75%-148.9pp |
| Employer contribution / active EE | $2,430 | $2,930-17.1% | $3,740-35.0% | $2,671-9.0% |
| Participant deferral / active EE | $4,753 | $3,660+29.9% | $4,880-2.6% | $4,126+15.2% |
| Admin fee / account holder | $2,870 | $5,220-45.0% | $6,737-57.4% | $5,651-49.2% |