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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 | $119,180 | $73,787+61.5% | $98,716+20.7% | $82,448+44.6% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.3%-12.2pp | 68.1%-10.9pp |
| Annual return | 11.92% | 18.57%-6.6pp | 31.81%-19.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,024 | $1,511-32.3% | $2,279-55.1% | $2,551-59.9% |
| Participant deferral / active EE | $3,259 | $3,081+5.8% | $4,048-19.5% | $4,139-21.3% |
| Admin fee / account holder | $7,175 | $6,500+10.4% | $8,703-17.5% | $7,234-0.8% |