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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 | $71,617 | $55,902+28.1% | $76,030-5.8% | $80,959-11.5% |
| Participation rate | 52.0% | 62.1%-10.1pp | 69.1%-17.1pp | 67.7%-15.7pp |
| Annual return | 9.63% | 20.59%-11.0pp | 361.54%-351.9pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,854 | $1,867-0.7% | $2,688-31.0% | $2,757-32.7% |
| Participant deferral / active EE | $3,940 | $3,051+29.2% | $4,257-7.4% | $4,300-8.4% |
| Admin fee / account holder | $4,944 | $5,239-5.6% | $6,421-23.0% | $6,925-28.6% |