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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 | $117,435 | $81,504+44.1% | $102,437+14.6% | $80,959+45.1% |
| Participation rate | 61.5% | 66.9%-5.3pp | 74.5%-13.0pp | 67.7%-6.1pp |
| Annual return | 9.57% | 25.60%-16.0pp | 24.95%-15.4pp | 35.67%-26.1pp |
| Employer contribution / active EE | $2,403 | $3,104-22.6% | $3,871-37.9% | $2,757-12.8% |
| Participant deferral / active EE | $10,486 | $3,871+170.9% | $5,060+107.2% | $4,300+143.8% |
| Admin fee / account holder | $2,335 | $6,719-65.3% | $8,388-72.2% | $6,925-66.3% |