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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 | $98,036 | $98,776-0.7% | $149,745-34.5% | $79,856+22.8% |
| Participation rate | 63.6% | 75.8%-12.2pp | 82.5%-18.8pp | 69.6%-6.0pp |
| Annual return | 2.55% | 27.38%-24.8pp | 276.72%-274.2pp | 31.71%-29.2pp |
| Employer contribution / active EE | $1,779 | $3,217-44.7% | $4,646-61.7% | $2,471-28.0% |
| Participant deferral / active EE | $4,183 | $5,681-26.4% | $6,843-38.9% | $3,741+11.8% |
| Admin fee / account holder | $6,560 | $6,053+8.4% | $9,312-29.5% | $5,306+23.6% |