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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 | $92,050 | $141,004-34.7% | $112,273-18.0% | $139,456-34.0% |
| Participation rate | 68.2% | 79.2%-11.0pp | 72.4%-4.3pp | 80.3%-12.1pp |
| Annual return | 8.39% | 32.75%-24.4pp | 30.23%-21.8pp | 373.45%-365.1pp |
| Employer contribution / active EE | $1,356 | $4,285-68.4% | $3,431-60.5% | $4,753-71.5% |
| Participant deferral / active EE | $2,509 | $5,878-57.3% | $4,800-47.7% | $6,711-62.6% |
| Admin fee / account holder | $13,026 | $9,959+30.8% | $7,752+68.0% | $11,407+14.2% |