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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 | $96,900 | $57,541+68.4% | $95,759+1.2% | $75,177+28.9% |
| Participation rate | 66.7% | 62.5%+4.2pp | 72.3%-5.6pp | 67.2%-0.5pp |
| Annual return | 7.56% | 34.93%-27.4pp | 28.42%-20.9pp | 160.75%-153.2pp |
| Employer contribution / active EE | $13,518 | $1,808+647.8% | $2,836+376.6% | $2,671+406.1% |
| Participant deferral / active EE | $4,074 | $3,074+32.5% | $4,244-4.0% | $4,126-1.3% |
| Admin fee / account holder | $17,903 | $4,099+336.8% | $5,678+215.3% | $5,651+216.8% |