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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 | $112,743 | $81,476+38.4% | $102,383+10.1% | $80,925+39.3% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 9.99% | 25.59%-15.6pp | 24.94%-14.9pp | 35.65%-25.7pp |
| Employer contribution / active EE | $3,923 | $3,105+26.3% | $3,870+1.4% | $2,756+42.3% |
| Participant deferral / active EE | $2,972 | $3,871-23.2% | $5,060-41.3% | $4,299-30.9% |
| Admin fee / account holder | $2,403 | $6,717-64.2% | $8,391-71.4% | $6,940-65.4% |