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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 | $78,520+15.8% | $96,576-5.8% | $82,448+10.3% |
| Participation rate | 68.4% | 77.7%-9.3pp | 81.4%-13.0pp | 68.1%+0.4pp |
| Annual return | 3.70% | 41.30%-37.6pp | 38.47%-34.8pp | 41.64%-37.9pp |
| Employer contribution / active EE | $2,046 | $2,630-22.2% | $3,553-42.4% | $2,551-19.8% |
| Participant deferral / active EE | $6,542 | $6,754-3.1% | $7,956-17.8% | $4,139+58.0% |
| Admin fee / account holder | $9,623 | $13,455-28.5% | $11,381-15.5% | $7,234+33.0% |