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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 | $95,025 | $80,992+17.3% | $96,534-1.6% | $75,173+26.4% |
| Participation rate | 63.5% | 71.8%-8.3pp | 76.0%-12.5pp | 67.2%-3.7pp |
| Annual return | 11.73% | 27.05%-15.3pp | 25.88%-14.1pp | 160.72%-149.0pp |
| Employer contribution / active EE | $1,263 | $2,283-44.7% | $2,965-57.4% | $2,671-52.7% |
| Participant deferral / active EE | $3,409 | $3,929-13.3% | $4,851-29.7% | $4,126-17.4% |
| Admin fee / account holder | $3,108 | $6,717-53.7% | $8,253-62.3% | $5,651-45.0% |