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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 | $90,946 | $77,358+17.6% | $102,184-11.0% | $87,485+4.0% |
| Participation rate | 68.4% | 78.7%-10.3pp | 82.6%-14.2pp | 68.9%-0.5pp |
| Annual return | 3.70% | 41.11%-37.4pp | 31.58%-27.9pp | 26.06%-22.4pp |
| Employer contribution / active EE | $2,046 | $2,562-20.1% | $3,594-43.1% | $2,596-21.2% |
| Participant deferral / active EE | $6,542 | $6,753-3.1% | $8,309-21.3% | $4,274+53.1% |
| Admin fee / account holder | $9,623 | $6,809+41.3% | $11,609-17.1% | $7,775+23.8% |