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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 | $103,602 | $171,272-39.5% | $127,803-18.9% | $152,909-32.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.0%-12.3pp | 82.5%-15.8pp |
| Annual return | 3.25% | 23.54%-20.3pp | 26.14%-22.9pp | 345.46%-342.2pp |
| Employer contribution / active EE | $2,897 | $5,451-46.9% | $4,576-36.7% | $4,764-39.2% |
| Participant deferral / active EE | $7,278 | $7,043+3.3% | $6,023+20.8% | $5,851+24.4% |
| Admin fee / account holder | $1,527 | $14,540-89.5% | $9,399-83.8% | $11,601-86.8% |