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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 | $101,752+14.5% | $164,928-29.3% | $80,911+44.1% |
| Participation rate | 68.6% | 71.8%-3.3pp | 78.6%-10.0pp | 67.6%+0.9pp |
| Annual return | 9.09% | 16.73%-7.6pp | 70.08%-61.0pp | 35.63%-26.5pp |
| Employer contribution / active EE | $2,874 | $2,953-2.7% | $4,343-33.8% | $2,756+4.3% |
| Participant deferral / active EE | $7,708 | $4,477+72.2% | $6,034+27.7% | $4,297+79.4% |
| Admin fee / account holder | $2,693 | $8,218-67.2% | $12,684-78.8% | $6,935-61.2% |