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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 | $96,443 | $97,289-0.9% | $92,805+3.9% | $155,188-37.9% |
| Participation rate | 53.3% | 84.2%-30.8pp | 83.5%-30.2pp | 80.8%-27.5pp |
| Annual return | 9.91% | 29.03%-19.1pp | 31.59%-21.7pp | 148.84%-138.9pp |
| Employer contribution / active EE | $3,399 | $3,632-6.4% | $3,424-0.7% | $4,248-20.0% |
| Participant deferral / active EE | $6,310 | $8,795-28.3% | $8,448-25.3% | $6,531-3.4% |
| Admin fee / account holder | $15,601 | $12,015+29.9% | $10,911+43.0% | $14,480+7.7% |