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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 | $88,971 | $87,132+2.1% | $105,624-15.8% | $80,959+9.9% |
| Participation rate | 64.1% | 70.4%-6.3pp | 75.3%-11.2pp | 67.7%-3.6pp |
| Annual return | 9.71% | 17.03%-7.3pp | 116.20%-106.5pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,757 | $2,397-26.7% | $3,168-44.5% | $2,757-36.3% |
| Participant deferral / active EE | $3,503 | $3,985-12.1% | $5,013-30.1% | $4,300-18.6% |
| Admin fee / account holder | $6,015 | $8,449-28.8% | $10,961-45.1% | $6,925-13.1% |