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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 | $94,901 | $72,273+31.3% | $101,275-6.3% | $79,856+18.8% |
| Participation rate | 67.9% | 68.5%-0.6pp | 75.8%-8.0pp | 69.6%-1.8pp |
| Annual return | 8.10% | 22.30%-14.2pp | 46.48%-38.4pp | 31.71%-23.6pp |
| Employer contribution / active EE | $2,478 | $2,691-7.9% | $3,660-32.3% | $2,471+0.3% |
| Participant deferral / active EE | $5,064 | $3,282+54.3% | $4,371+15.9% | $3,741+35.4% |
| Admin fee / account holder | $1,594 | $4,401-63.8% | $5,948-73.2% | $5,306-70.0% |