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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 | $106,351 | $57,140+86.1% | $85,240+24.8% | $80,959+31.4% |
| Participation rate | 66.7% | 56.4%+10.3pp | 67.5%-0.9pp | 67.7%-1.0pp |
| Annual return | 9.58% | 21.71%-12.1pp | 66.75%-57.2pp | 35.67%-26.1pp |
| Employer contribution / active EE | $4,160 | $1,802+130.9% | $2,735+52.1% | $2,757+50.9% |
| Participant deferral / active EE | $3,859 | $3,115+23.9% | $4,527-14.8% | $4,300-10.3% |
| Admin fee / account holder | $4,200 | $4,992-15.9% | $6,165-31.9% | $6,925-39.4% |