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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 | $89,608 | $86,288+3.8% | $111,306-19.5% | $85,851+4.4% |
| Participation rate | 65.9% | 73.3%-7.4pp | 77.3%-11.4pp | 69.3%-3.4pp |
| Annual return | 9.99% | 19.99%-10.0pp | 54.67%-44.7pp | 318.63%-308.6pp |
| Employer contribution / active EE | $1,589 | $2,044-22.2% | $2,732-41.8% | $2,565-38.1% |
| Participant deferral / active EE | $4,707 | $3,641+29.3% | $4,488+4.9% | $3,952+19.1% |
| Admin fee / account holder | $2,553 | $8,189-68.8% | $7,966-68.0% | $6,261-59.2% |