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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 | $82,557 | $91,559-9.8% | $133,978-38.4% | $79,856+3.4% |
| Participation rate | 69.4% | 73.3%-4.0pp | 79.8%-10.5pp | 69.6%-0.3pp |
| Annual return | 9.58% | 61.85%-52.3pp | 45.10%-35.5pp | 31.71%-22.1pp |
| Employer contribution / active EE | $2,348 | $2,384-1.5% | $3,919-40.1% | $2,471-5.0% |
| Participant deferral / active EE | $4,396 | $3,734+17.7% | $5,047-12.9% | $3,741+17.5% |
| Admin fee / account holder | $5,389 | $6,321-14.8% | $8,930-39.7% | $5,306+1.6% |