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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 | $111,989 | $110,379+1.5% | $102,412+9.4% | $145,884-23.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 2.71% | 24.84%-22.1pp | 24.94%-22.2pp | 551.85%-549.1pp |
| Employer contribution / active EE | $6,010 | $4,216+42.6% | $3,870+55.3% | $4,662+28.9% |
| Participant deferral / active EE | $3,997 | $5,622-28.9% | $5,060-21.0% | $6,690-40.3% |
| Admin fee / account holder | $720 | $9,745-92.6% | $8,388-91.4% | $13,392-94.6% |