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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 | $91,207 | $81,457+12.0% | $103,378-11.8% | $80,911+12.7% |
| Participation rate | 65.5% | 66.8%-1.3pp | 74.5%-9.0pp | 67.6%-2.1pp |
| Annual return | 9.60% | 25.58%-16.0pp | 24.91%-15.3pp | 35.63%-26.0pp |
| Employer contribution / active EE | $1,403 | $3,107-54.8% | $3,870-63.7% | $2,756-49.1% |
| Participant deferral / active EE | $3,698 | $3,871-4.5% | $5,058-26.9% | $4,297-13.9% |
| Admin fee / account holder | $4,921 | $6,717-26.7% | $8,401-41.4% | $6,935-29.0% |