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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 | $99,342 | $81,947+21.2% | $105,387-5.7% | $72,976+36.1% |
| Participation rate | 68.2% | 76.5%-8.4pp | 82.6%-14.4pp | 69.5%-1.3pp |
| Annual return | 3.32% | 42.90%-39.6pp | 26.82%-23.5pp | 81.02%-77.7pp |
| Employer contribution / active EE | $1,141 | $3,468-67.1% | $4,213-72.9% | $2,440-53.2% |
| Participant deferral / active EE | $3,213 | $4,494-28.5% | $5,502-41.6% | $3,608-10.9% |
| Admin fee / account holder | $2,862 | $6,258-54.3% | $6,559-56.4% | $5,124-44.1% |