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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 | $81,233+23.6% | $155,567-35.5% | $80,874+24.1% |
| Participation rate | 63.0% | 66.2%-3.3pp | 78.2%-15.2pp | 67.6%-4.7pp |
| Annual return | 10.53% | 33.33%-22.8pp | 64.74%-54.2pp | 35.62%-25.1pp |
| Employer contribution / active EE | $2,123 | $3,101-31.5% | $4,674-54.6% | $2,756-23.0% |
| Participant deferral / active EE | $5,801 | $3,452+68.0% | $5,628+3.1% | $4,297+35.0% |
| Admin fee / account holder | $1,250 | $7,998-84.4% | $15,916-92.1% | $6,935-82.0% |