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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 | $100,732 | $64,920+55.2% | $103,693-2.9% | $86,983+15.8% |
| Participation rate | 67.7% | 63.6%+4.2pp | 72.6%-4.9pp | 69.5%-1.8pp |
| Annual return | 8.89% | 30.29%-21.4pp | 47.61%-38.7pp | 25.83%-16.9pp |
| Employer contribution / active EE | $2,152 | $2,141+0.5% | $2,920-26.3% | $2,584-16.7% |
| Participant deferral / active EE | $4,501 | $3,241+38.9% | $4,579-1.7% | $4,194+7.3% |
| Admin fee / account holder | $1,130 | $6,191-81.8% | $7,858-85.6% | $7,856-85.6% |