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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 | $138,312-10.7% | $122,979+0.4% | $155,188-20.4% |
| Participation rate | 63.6% | 80.2%-16.6pp | 77.2%-13.6pp | 80.8%-17.2pp |
| Annual return | 6.03% | 22.06%-16.0pp | 20.12%-14.1pp | 148.84%-142.8pp |
| Employer contribution / active EE | $2,106 | $3,530-40.3% | $3,062-31.2% | $4,248-50.4% |
| Participant deferral / active EE | $4,335 | $5,592-22.5% | $5,003-13.4% | $6,531-33.6% |
| Admin fee / account holder | $1,438 | $15,089-90.5% | $12,864-88.8% | $14,480-90.1% |