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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 | $99,194 | $98,760+0.4% | $149,715-33.7% | $79,858+24.2% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 12.26% | 27.43%-15.2pp | 276.66%-264.4pp | 31.72%-19.5pp |
| Employer contribution / active EE | $1,822 | $3,217-43.4% | $4,645-60.8% | $2,471-26.3% |
| Participant deferral / active EE | $4,240 | $5,681-25.4% | $6,842-38.0% | $3,740+13.4% |
| Admin fee / account holder | $11,307 | $6,053+86.8% | $9,310+21.5% | $5,306+113.1% |