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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 | $102,793 | $106,864-3.8% | $147,318-30.2% | $82,637+24.4% |
| Participation rate | 59.7% | 75.5%-15.8pp | 82.1%-22.3pp | 68.1%-8.3pp |
| Annual return | 10.80% | 27.49%-16.7pp | 70.43%-59.6pp | 53.51%-42.7pp |
| Employer contribution / active EE | $2,254 | $3,417-34.0% | $4,593-50.9% | $2,552-11.7% |
| Participant deferral / active EE | $5,708 | $6,496-12.1% | $7,906-27.8% | $4,126+38.3% |
| Admin fee / account holder | $24,411 | $8,415+190.1% | $13,708+78.1% | $7,339+232.6% |