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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 | $106,546 | $73,978+44.0% | $96,515+10.4% | $75,173+41.7% |
| Participation rate | 57.1% | 66.4%-9.3pp | 74.3%-17.2pp | 67.2%-10.1pp |
| Annual return | 10.07% | 26.72%-16.7pp | 35.73%-25.7pp | 160.72%-150.7pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,316 | $3,660+17.9% | $4,880-11.6% | $4,126+4.6% |
| Admin fee / account holder | $7,003 | $5,219+34.2% | $6,735+4.0% | $5,651+23.9% |