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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 | $86,455 | $79,694+8.5% | $96,171-10.1% | $79,391+8.9% |
| Participation rate | 53.8% | 54.0%-0.1pp | 68.4%-14.6pp | 70.7%-16.9pp |
| Annual return | 11.12% | 40.84%-29.7pp | 192.04%-180.9pp | 116.88%-105.8pp |
| Employer contribution / active EE | $2,281 | $1,443+58.0% | $2,799-18.5% | $2,428-6.0% |
| Participant deferral / active EE | $2,753 | $2,539+8.5% | $4,350-36.7% | $4,046-31.9% |
| Admin fee / account holder | $3,179 | $630+404.5% | $5,538-42.6% | $627+407.5% |