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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 | $116,554 | $101,795+14.5% | $165,100-29.4% | $80,959+44.0% |
| Participation rate | 68.6% | 71.8%-3.3pp | 78.6%-10.1pp | 67.7%+0.9pp |
| Annual return | 9.09% | 16.73%-7.6pp | 70.21%-61.1pp | 35.67%-26.6pp |
| Employer contribution / active EE | $2,874 | $2,954-2.7% | $4,348-33.9% | $2,757+4.2% |
| Participant deferral / active EE | $7,708 | $4,476+72.2% | $6,035+27.7% | $4,300+79.2% |
| Admin fee / account holder | $2,693 | $8,221-67.2% | $12,696-78.8% | $6,925-61.1% |