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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 | $91,099 | $89,367+1.9% | $141,191-35.5% | $72,975+24.8% |
| Participation rate | 64.7% | 75.1%-10.4pp | 82.5%-17.8pp | 69.5%-4.8pp |
| Annual return | 17.13% | 111.87%-94.7pp | 71.41%-54.3pp | 81.01%-63.9pp |
| Employer contribution / active EE | $2,951 | $3,115-5.3% | $4,736-37.7% | $2,440+20.9% |
| Participant deferral / active EE | $6,586 | $5,419+21.5% | $6,710-1.8% | $3,608+82.6% |
| Admin fee / account holder | $16,815 | $5,957+182.3% | $10,264+63.8% | $5,124+228.2% |