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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 | $99,382 | $87,733+13.3% | $106,555-6.7% | $85,847+15.8% |
| Participation rate | 68.8% | 71.9%-3.2pp | 76.1%-7.4pp | 69.3%-0.6pp |
| Annual return | 9.79% | 21.86%-12.1pp | 26.80%-17.0pp | 318.61%-308.8pp |
| Employer contribution / active EE | $813 | $2,073-60.8% | $2,819-71.2% | $2,565-68.3% |
| Participant deferral / active EE | $3,179 | $3,469-8.4% | $4,399-27.7% | $3,952-19.6% |
| Admin fee / account holder | $1,000 | $6,767-85.2% | $7,408-86.5% | $6,261-84.0% |