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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 | $96,989 | $86,298+12.4% | $111,308-12.9% | $85,847+13.0% |
| Participation rate | 67.4% | 73.3%-5.9pp | 77.3%-9.9pp | 69.3%-1.9pp |
| Annual return | 9.49% | 19.99%-10.5pp | 54.67%-45.2pp | 318.61%-309.1pp |
| Employer contribution / active EE | $1,300 | $2,044-36.4% | $2,732-52.4% | $2,565-49.3% |
| Participant deferral / active EE | $3,292 | $3,641-9.6% | $4,487-26.6% | $3,952-16.7% |
| Admin fee / account holder | $7,190 | $8,189-12.2% | $7,965-9.7% | $6,261+14.8% |