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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 | $113,568 | $72,272+57.1% | $101,264+12.2% | $79,858+42.2% |
| Participation rate | 65.0% | 68.5%-3.5pp | 75.8%-10.8pp | 69.6%-4.6pp |
| Annual return | 8.33% | 22.30%-14.0pp | 46.48%-38.1pp | 31.72%-23.4pp |
| Employer contribution / active EE | $1,936 | $2,692-28.1% | $3,660-47.1% | $2,471-21.6% |
| Participant deferral / active EE | $5,094 | $3,282+55.2% | $4,370+16.6% | $3,740+36.2% |
| Admin fee / account holder | $5,013 | $4,401+13.9% | $5,947-15.7% | $5,306-5.5% |