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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 | $75,945 | $65,395+16.1% | $182,558-58.4% | $72,976+4.1% |
| Participation rate | 69.4% | 65.4%+3.9pp | 78.0%-8.6pp | 69.5%-0.1pp |
| Annual return | 18.08% | 27.68%-9.6pp | 148.59%-130.5pp | 81.02%-62.9pp |
| Employer contribution / active EE | $1,927 | $1,911+0.8% | $4,076-52.7% | $2,440-21.0% |
| Participant deferral / active EE | $4,477 | $3,563+25.7% | $5,526-19.0% | $3,608+24.1% |
| Admin fee / account holder | $3,443 | $4,245-18.9% | $8,594-59.9% | $5,124-32.8% |