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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 | $106,624 | $81,276+31.2% | $155,574-31.5% | $80,925+31.8% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 9.71% | 33.36%-23.7pp | 64.87%-55.2pp | 35.65%-25.9pp |
| Employer contribution / active EE | $2,197 | $3,103-29.2% | $4,676-53.0% | $2,756-20.3% |
| Participant deferral / active EE | $4,318 | $3,453+25.0% | $5,629-23.3% | $4,299+0.4% |
| Admin fee / account holder | $1,470 | $7,993-81.6% | $15,914-90.8% | $6,940-78.8% |