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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 | $100,340 | $77,908+28.8% | $149,696-33.0% | $75,173+33.5% |
| Participation rate | 63.3% | 65.6%-2.2pp | 78.8%-15.4pp | 67.2%-3.9pp |
| Annual return | 11.53% | 31.73%-20.2pp | 134.46%-122.9pp | 160.72%-149.2pp |
| Employer contribution / active EE | $1,904 | $3,138-39.3% | $4,821-60.5% | $2,671-28.7% |
| Participant deferral / active EE | $4,460 | $3,411+30.8% | $5,682-21.5% | $4,126+8.1% |
| Admin fee / account holder | $4,993 | $5,950-16.1% | $13,212-62.2% | $5,651-11.6% |