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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 | $90,714 | $61,125+48.4% | $94,057-3.6% | $87,485+3.7% |
| Participation rate | 64.0% | 64.1%-0.1pp | 73.3%-9.3pp | 68.9%-4.9pp |
| Annual return | 11.86% | 35.20%-23.3pp | 480.62%-468.8pp | 26.06%-14.2pp |
| Employer contribution / active EE | $1,495 | $2,136-30.0% | $2,933-49.0% | $2,596-42.4% |
| Participant deferral / active EE | $2,738 | $3,260-16.0% | $4,709-41.9% | $4,274-35.9% |
| Admin fee / account holder | $4,880 | $5,629-13.3% | $7,244-32.6% | $7,775-37.2% |