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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 | $100,335 | $80,992+23.9% | $96,534+3.9% | $75,173+33.5% |
| Participation rate | 51.4% | 71.8%-20.4pp | 76.0%-24.6pp | 67.2%-15.8pp |
| Annual return | 10.54% | 27.05%-16.5pp | 25.88%-15.3pp | 160.72%-150.2pp |
| Employer contribution / active EE | $2,014 | $2,283-11.8% | $2,965-32.1% | $2,671-24.6% |
| Participant deferral / active EE | $4,966 | $3,929+26.4% | $4,851+2.4% | $4,126+20.4% |
| Admin fee / account holder | $1,549 | $6,717-76.9% | $8,253-81.2% | $5,651-72.6% |