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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 | $95,464 | $93,617+2.0% | $135,982-29.8% | $75,177+27.0% |
| Participation rate | 65.6% | 75.2%-9.6pp | 81.9%-16.3pp | 67.2%-1.6pp |
| Annual return | 8.27% | 30.89%-22.6pp | 68.32%-60.1pp | 160.75%-152.5pp |
| Employer contribution / active EE | $1,939 | $3,538-45.2% | $4,859-60.1% | $2,671-27.4% |
| Participant deferral / active EE | $4,944 | $6,406-22.8% | $7,760-36.3% | $4,126+19.8% |
| Admin fee / account holder | $1,880 | $6,980-73.1% | $10,767-82.5% | $5,651-66.7% |