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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 | $108,570 | $81,504+33.2% | $102,437+6.0% | $80,959+34.1% |
| Participation rate | 65.4% | 66.9%-1.5pp | 74.5%-9.1pp | 67.7%-2.3pp |
| Annual return | 10.21% | 25.60%-15.4pp | 24.95%-14.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $2,547 | $3,104-17.9% | $3,871-34.2% | $2,757-7.6% |
| Participant deferral / active EE | $6,525 | $3,871+68.6% | $5,060+28.9% | $4,300+51.7% |
| Admin fee / account holder | $13,633 | $6,719+102.9% | $8,388+62.5% | $6,925+96.9% |