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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 | $106,547 | $111,814-4.7% | $103,378+3.1% | $145,978-27.0% |
| Participation rate | 68.2% | 77.9%-9.8pp | 74.5%-6.3pp | 80.3%-12.1pp |
| Annual return | 3.97% | 24.80%-20.8pp | 24.91%-20.9pp | 550.52%-546.5pp |
| Employer contribution / active EE | $1,667 | $4,215-60.5% | $3,870-56.9% | $4,662-64.2% |
| Participant deferral / active EE | $7,741 | $5,618+37.8% | $5,058+53.1% | $6,690+15.7% |
| Admin fee / account holder | $945 | $9,764-90.3% | $8,401-88.7% | $13,400-92.9% |