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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 | $111,948 | $86,949+28.8% | $102,460+9.3% | $80,959+38.3% |
| Participation rate | 56.4% | 72.4%-16.0pp | 76.5%-20.1pp | 67.7%-11.3pp |
| Annual return | 9.69% | 18.89%-9.2pp | 29.47%-19.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,456 | $2,370-38.6% | $3,025-51.9% | $2,757-47.2% |
| Participant deferral / active EE | $4,604 | $4,121+11.7% | $5,056-8.9% | $4,300+7.1% |
| Admin fee / account holder | $3,126 | $8,048-61.2% | $9,460-67.0% | $6,925-54.9% |