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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 | $118,326 | $96,731+22.3% | $123,973-4.6% | $86,983+36.0% |
| Participation rate | 68.2% | 70.0%-1.8pp | 76.7%-8.5pp | 69.5%-1.4pp |
| Annual return | 11.10% | 17.33%-6.2pp | 388.13%-377.0pp | 25.83%-14.7pp |
| Employer contribution / active EE | $2,705 | $3,297-17.9% | $4,126-34.4% | $2,584+4.7% |
| Participant deferral / active EE | $3,824 | $4,152-7.9% | $5,247-27.1% | $4,194-8.8% |
| Admin fee / account holder | $6,934 | $8,722-20.5% | $11,799-41.2% | $7,856-11.7% |