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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 | $112,484 | $70,435+59.7% | $96,575+16.5% | $85,856+31.0% |
| Participation rate | 58.0% | 61.8%-3.8pp | 69.8%-11.8pp | 69.3%-11.3pp |
| Annual return | 9.90% | 18.59%-8.7pp | 37.79%-27.9pp | 318.58%-308.7pp |
| Employer contribution / active EE | $2,963 | $1,413+109.7% | $2,357+25.7% | $2,565+15.5% |
| Participant deferral / active EE | $6,192 | $2,894+114.0% | $3,849+60.9% | $3,952+56.7% |
| Admin fee / account holder | $3,542 | $4,997-29.1% | $6,182-42.7% | $6,261-43.4% |