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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 | $96,246 | $60,349+59.5% | $74,184+29.7% | $62,881+53.1% |
| Participation rate | 67.6% | 72.7%-5.2pp | 76.6%-9.1pp | 69.3%-1.7pp |
| Annual return | 4.60% | 21.38%-16.8pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,390 | $1,680-17.3% | $2,370-41.3% | $2,281-39.1% |
| Participant deferral / active EE | $2,898 | $2,856+1.5% | $3,550-18.4% | $3,203-9.5% |
| Admin fee / account holder | $521 | $4,261-87.8% | $5,586-90.7% | $4,296-87.9% |