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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 | $99,090 | $65,364+51.6% | $92,909+6.7% | $72,975+35.8% |
| Participation rate | 67.3% | 68.3%-1.0pp | 76.0%-8.7pp | 69.5%-2.2pp |
| Annual return | 6.96% | 42.11%-35.1pp | 109.44%-102.5pp | 81.01%-74.1pp |
| Employer contribution / active EE | $1,735 | $2,594-33.1% | $3,653-52.5% | $2,440-28.9% |
| Participant deferral / active EE | $3,415 | $3,128+9.2% | $4,238-19.4% | $3,608-5.4% |
| Admin fee / account holder | $446 | $4,251-89.5% | $5,795-92.3% | $5,124-91.3% |