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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 | $94,523 | $87,733+7.7% | $106,551-11.3% | $85,856+10.1% |
| Participation rate | 63.6% | 71.9%-8.3pp | 76.1%-12.5pp | 69.3%-5.7pp |
| Annual return | 11.01% | 21.86%-10.8pp | 26.80%-15.8pp | 318.58%-307.6pp |
| Employer contribution / active EE | $1,066 | $2,073-48.6% | $2,819-62.2% | $2,565-58.5% |
| Participant deferral / active EE | $4,417 | $3,469+27.3% | $4,398+0.4% | $3,952+11.8% |
| Admin fee / account holder | $8,678 | $6,767+28.2% | $7,408+17.1% | $6,261+38.6% |