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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 | $96,058 | $85,766+12.0% | $136,297-29.5% | $70,124+37.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 13.73% | 31.45%-17.7pp | 5156.19%-5142.5pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,741 | $2,966-41.3% | $4,696-62.9% | $2,342-25.7% |
| Participant deferral / active EE | $3,709 | $5,051-26.6% | $6,247-40.6% | $3,332+11.3% |
| Admin fee / account holder | $1,290 | $5,420-76.2% | $9,244-86.0% | $4,645-72.2% |