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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 | $104,638 | $95,404+9.7% | $113,397-7.7% | $82,637+26.6% |
| Participation rate | 65.7% | 72.8%-7.1pp | 76.5%-10.8pp | 68.1%-2.3pp |
| Annual return | 11.34% | 19.08%-7.7pp | 23.20%-11.9pp | 53.51%-42.2pp |
| Employer contribution / active EE | $2,283 | $2,307-1.0% | $2,977-23.3% | $2,552-10.5% |
| Participant deferral / active EE | $5,264 | $4,220+24.8% | $5,076+3.7% | $4,126+27.6% |
| Admin fee / account holder | $3,353 | $9,168-63.4% | $11,957-72.0% | $7,339-54.3% |