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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 | $84,946 | $88,672-4.2% | $105,223-19.3% | $82,448+3.0% |
| Participation rate | 62.5% | 67.9%-5.4pp | 75.0%-12.5pp | 68.1%-5.6pp |
| Annual return | 5.35% | 30.86%-25.5pp | 180.65%-175.3pp | 41.64%-36.3pp |
| Employer contribution / active EE | $3,056 | $3,048+0.3% | $3,689-17.2% | $2,551+19.8% |
| Participant deferral / active EE | $6,096 | $4,036+51.0% | $5,072+20.2% | $4,139+47.3% |
| Admin fee / account holder | $3,914 | $7,146-45.2% | $8,859-55.8% | $7,234-45.9% |