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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 | $128,487 | $73,978+73.7% | $96,515+33.1% | $75,173+70.9% |
| Participation rate | 32.6% | 66.4%-33.8pp | 74.3%-41.7pp | 67.2%-34.6pp |
| Annual return | 7.95% | 26.72%-18.8pp | 35.73%-27.8pp | 160.72%-152.8pp |
| Employer contribution / active EE | $2,207 | $2,931-24.7% | $3,740-41.0% | $2,671-17.4% |
| Participant deferral / active EE | $2,874 | $3,660-21.5% | $4,880-41.1% | $4,126-30.3% |
| Admin fee / account holder | $5,755 | $5,219+10.3% | $6,735-14.6% | $5,651+1.8% |