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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 | $106,824 | $95,404+12.0% | $113,397-5.8% | $82,637+29.3% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.5%-7.1pp | 68.1%+1.3pp |
| Annual return | 8.84% | 19.08%-10.2pp | 23.20%-14.4pp | 53.51%-44.7pp |
| Employer contribution / active EE | $1,477 | $2,307-36.0% | $2,977-50.4% | $2,552-42.1% |
| Participant deferral / active EE | $4,704 | $4,220+11.5% | $5,076-7.3% | $4,126+14.0% |
| Admin fee / account holder | $3,357 | $9,168-63.4% | $11,957-71.9% | $7,339-54.3% |