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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 | $123,506 | $126,661-2.5% | $113,397+8.9% | $138,895-11.1% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.5%-12.9pp | 79.9%-16.3pp |
| Annual return | 6.03% | 25.05%-19.0pp | 23.20%-17.2pp | 145.39%-139.4pp |
| Employer contribution / active EE | $2,106 | $3,456-39.1% | $2,977-29.3% | $4,194-49.8% |
| Participant deferral / active EE | $4,335 | $5,693-23.8% | $5,076-14.6% | $6,396-32.2% |
| Admin fee / account holder | $1,438 | $14,549-90.1% | $11,957-88.0% | $12,562-88.6% |