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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 | $91,124 | $99,633-8.5% | $183,328-50.3% | $82,448+10.5% |
| Participation rate | 61.5% | 70.8%-9.2pp | 77.3%-15.8pp | 68.1%-6.5pp |
| Annual return | 10.32% | 17.84%-7.5pp | 29.67%-19.4pp | 41.64%-31.3pp |
| Employer contribution / active EE | $2,311 | $3,256-29.0% | $5,055-54.3% | $2,551-9.4% |
| Participant deferral / active EE | $4,820 | $4,938-2.4% | $6,795-29.1% | $4,139+16.5% |
| Admin fee / account holder | $993 | $9,934-90.0% | $21,427-95.4% | $7,234-86.3% |