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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 | $76,834+55.1% | $108,359+10.0% | $87,485+36.2% |
| Participation rate | 57.1% | 61.7%-4.6pp | 70.1%-13.0pp | 68.9%-11.8pp |
| Annual return | 11.92% | 19.09%-7.2pp | 36.89%-25.0pp | 26.06%-14.1pp |
| Employer contribution / active EE | $1,024 | $1,556-34.2% | $2,399-57.3% | $2,596-60.6% |
| Participant deferral / active EE | $3,259 | $3,100+5.1% | $4,137-21.2% | $4,274-23.7% |
| Admin fee / account holder | $7,175 | $6,537+9.8% | $9,741-26.3% | $7,775-7.7% |