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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 | $91,708 | $90,486+1.4% | $78,676+16.6% | $273,972-66.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 0.95% | 75.62%-74.7pp | 62.19%-61.2pp | 41.46%-40.5pp |
| Employer contribution / active EE | $4,869 | $3,175+53.4% | $2,850+70.8% | $4,8690% |
| Participant deferral / active EE | $1,338 | $3,901-65.7% | $3,517-61.9% | $5,287-74.7% |
| Admin fee / account holder | $664 | $5,263-87.4% | $4,510-85.3% | $10,133-93.5% |