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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 | $105,916 | $89,370+18.5% | $141,197-25.0% | $72,976+45.1% |
| Participation rate | 69.2% | 75.1%-5.9pp | 82.5%-13.2pp | 69.5%-0.3pp |
| Annual return | 18.07% | 111.88%-93.8pp | 71.41%-53.3pp | 81.02%-62.9pp |
| Employer contribution / active EE | $2,344 | $3,115-24.7% | $4,736-50.5% | $2,440-3.9% |
| Participant deferral / active EE | $6,059 | $5,419+11.8% | $6,710-9.7% | $3,608+68.0% |
| Admin fee / account holder | $1,949 | $5,957-67.3% | $10,265-81.0% | $5,124-62.0% |