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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 | $90,061 | $62,549+44.0% | $85,705+5.1% | $85,851+4.9% |
| Participation rate | 66.7% | 61.1%+5.5pp | 69.9%-3.2pp | 69.3%-2.7pp |
| Annual return | 8.11% | 23.77%-15.7pp | 21.49%-13.4pp | 318.63%-310.5pp |
| Employer contribution / active EE | $2,238 | $1,755+27.5% | $2,619-14.5% | $2,565-12.8% |
| Participant deferral / active EE | $5,429 | $2,802+93.7% | $3,924+38.3% | $3,952+37.4% |
| Admin fee / account holder | $609 | $4,644-86.9% | $6,877-91.1% | $6,261-90.3% |