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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 | $106,010 | $91,037+16.4% | $71,671+47.9% | $147,586-28.2% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 5.24% | 20.48%-15.2pp | 20.65%-15.4pp | 578.59%-573.4pp |
| Employer contribution / active EE | $1,305 | $3,327-60.8% | $2,460-46.9% | $4,876-73.2% |
| Participant deferral / active EE | $4,044 | $4,498-10.1% | $3,438+17.6% | $5,439-25.6% |
| Admin fee / account holder | $2,530 | $8,613-70.6% | $5,558-54.5% | $10,886-76.8% |