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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 | $92,093 | $50,082+83.9% | $93,515-1.5% | $79,856+15.3% |
| Participation rate | 66.7% | 60.9%+5.7pp | 66.8%-0.2pp | 69.6%-3.0pp |
| Annual return | 8.77% | 24.59%-15.8pp | 78.21%-69.4pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,103 | $1,303-15.4% | $2,077-46.9% | $2,471-55.4% |
| Participant deferral / active EE | $2,551 | $2,212+15.3% | $3,129-18.4% | $3,741-31.8% |
| Admin fee / account holder | $3,236 | $3,454-6.3% | $5,235-38.2% | $5,306-39.0% |