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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 | $201,060 | $97,550+106.1% | $120,344+67.1% | $87,485+129.8% |
| Participation rate | 53.1% | 72.8%-19.7pp | 76.7%-23.6pp | 68.9%-15.8pp |
| Annual return | 10.01% | 18.41%-8.4pp | 20.30%-10.3pp | 26.06%-16.0pp |
| Employer contribution / active EE | $3,540 | $2,291+54.5% | $3,020+17.2% | $2,596+36.3% |
| Participant deferral / active EE | $5,564 | $4,230+31.6% | $5,135+8.4% | $4,274+30.2% |
| Admin fee / account holder | $1,708 | $9,543-82.1% | $12,742-86.6% | $7,775-78.0% |