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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 | $103,504 | $73,955+40.0% | $96,520+7.2% | $75,181+37.7% |
| Participation rate | 56.8% | 66.4%-9.7pp | 74.3%-17.6pp | 67.2%-10.4pp |
| Annual return | 10.86% | 26.72%-15.9pp | 35.72%-24.9pp | 160.69%-149.8pp |
| Employer contribution / active EE | $2,637 | $2,930-10.0% | $3,739-29.5% | $2,671-1.3% |
| Participant deferral / active EE | $5,955 | $3,659+62.7% | $4,879+22.1% | $4,126+44.3% |
| Admin fee / account holder | $8,314 | $5,217+59.4% | $6,733+23.5% | $5,650+47.1% |