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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 | $99,739 | $54,541+82.9% | $78,778+26.6% | $70,126+42.2% |
| Participation rate | 60.7% | 60.8%-0.1pp | 69.2%-8.5pp | 69.5%-8.8pp |
| Annual return | 11.15% | 21.07%-9.9pp | 35.62%-24.5pp | 73.15%-62.0pp |
| Employer contribution / active EE | $4,828 | $1,089+343.5% | $1,986+143.1% | $2,343+106.1% |
| Participant deferral / active EE | $3,524 | $2,210+59.4% | $2,958+19.1% | $3,332+5.8% |
| Admin fee / account holder | $4,608 | $3,709+24.2% | $5,134-10.2% | $4,645-0.8% |