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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 | $106,269 | $102,245+3.9% | $89,340+18.9% | $137,256-22.6% |
| Participation rate | 57.1% | 74.9%-17.7pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 9.00% | 21.89%-12.9pp | 20.57%-11.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $2,258 | $2,529-10.7% | $2,231+1.2% | $4,156-45.7% |
| Participant deferral / active EE | $4,780 | $4,436+7.7% | $3,823+25.0% | $6,407-25.4% |
| Admin fee / account holder | $11,878 | $8,085+46.9% | $6,704+77.2% | $12,270-3.2% |