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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 | $86,614 | $65,367+32.5% | $92,915-6.8% | $72,976+18.7% |
| Participation rate | 67.3% | 68.3%-1.0pp | 76.0%-8.7pp | 69.5%-2.1pp |
| Annual return | 3.51% | 42.11%-38.6pp | 109.45%-105.9pp | 81.02%-77.5pp |
| Employer contribution / active EE | $1,047 | $2,594-59.6% | $3,653-71.3% | $2,440-57.1% |
| Participant deferral / active EE | $3,009 | $3,128-3.8% | $4,238-29.0% | $3,608-16.6% |
| Admin fee / account holder | $1,374 | $4,251-67.7% | $5,796-76.3% | $5,124-73.2% |