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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 | $100,375 | $81,276+23.5% | $155,574-35.5% | $80,925+24.0% |
| Participation rate | 63.0% | 66.2%-3.3pp | 78.2%-15.2pp | 67.7%-4.7pp |
| Annual return | 10.53% | 33.36%-22.8pp | 64.87%-54.3pp | 35.65%-25.1pp |
| Employer contribution / active EE | $2,123 | $3,103-31.6% | $4,676-54.6% | $2,756-23.0% |
| Participant deferral / active EE | $5,801 | $3,453+68.0% | $5,629+3.1% | $4,299+35.0% |
| Admin fee / account holder | $1,250 | $7,993-84.4% | $15,914-92.1% | $6,940-82.0% |