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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 | $91,591 | $106,247-13.8% | $96,515-5.1% | $139,466-34.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 2.22% | 38.47%-36.2pp | 35.73%-33.5pp | 373.66%-371.4pp |
| Employer contribution / active EE | $3,680 | $4,106-10.4% | $3,740-1.6% | $4,754-22.6% |
| Participant deferral / active EE | $4,569 | $5,456-16.3% | $4,880-6.4% | $6,712-31.9% |
| Admin fee / account holder | $1,721 | $7,885-78.2% | $6,735-74.5% | $11,409-84.9% |