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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 | $110,267 | $61,815+78.4% | $97,295+13.3% | $80,959+36.2% |
| Participation rate | 63.0% | 63.5%-0.5pp | 72.7%-9.7pp | 67.7%-4.7pp |
| Annual return | 10.17% | -558.73%+568.9pp | 75.62%-65.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,864 | $1,836+1.5% | $2,723-31.5% | $2,757-32.4% |
| Participant deferral / active EE | $5,387 | $3,027+78.0% | $4,264+26.4% | $4,300+25.3% |
| Admin fee / account holder | $3,888 | $5,166-24.7% | $5,646-31.1% | $6,925-43.9% |