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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 | $96,555 | $52,911+82.5% | $73,309+31.7% | $59,633+61.9% |
| Participation rate | 64.3% | 68.2%-3.9pp | 74.9%-10.6pp | 68.7%-4.4pp |
| Annual return | -3.30% | 12.20%-15.5pp | 5.67%-9.0pp | 2041.40%-2044.7pp |
| Employer contribution / active EE | $3,058 | $1,909+60.2% | $3,237-5.5% | $2,203+38.8% |
| Participant deferral / active EE | $8,437 | $4,069+107.3% | $4,991+69.0% | $3,192+164.3% |
| Admin fee / account holder | $5,430 | $3,835+41.6% | $5,635-3.6% | $4,297+26.4% |