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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 | $102,833 | $72,486+41.9% | $87,103+18.1% | $72,976+40.9% |
| Participation rate | 62.9% | 72.8%-10.0pp | 76.9%-14.0pp | 69.5%-6.6pp |
| Annual return | 4.38% | 24.46%-20.1pp | 28.19%-23.8pp | 81.02%-76.6pp |
| Employer contribution / active EE | $952 | $1,894-49.7% | $2,521-62.2% | $2,440-61.0% |
| Participant deferral / active EE | $3,853 | $3,270+17.8% | $4,049-4.8% | $3,608+6.8% |
| Admin fee / account holder | $5,750 | $5,055+13.8% | $7,491-23.2% | $5,124+12.2% |