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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 | $106,480 | $88,672+20.1% | $105,223+1.2% | $82,448+29.1% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 12.28% | 30.86%-18.6pp | 180.65%-168.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,723 | $3,048-10.7% | $3,689-26.2% | $2,551+6.7% |
| Participant deferral / active EE | $6,491 | $4,036+60.8% | $5,072+28.0% | $4,139+56.8% |
| Admin fee / account holder | $2,789 | $7,146-61.0% | $8,859-68.5% | $7,234-61.5% |