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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 | $82,963 | $78,672+5.5% | $109,163-24.0% | $85,856-3.4% |
| Participation rate | 61.5% | 68.3%-6.7pp | 75.9%-14.3pp | 69.3%-7.8pp |
| Annual return | 9.61% | 25.09%-15.5pp | 25.75%-16.1pp | 318.58%-309.0pp |
| Employer contribution / active EE | $1,615 | $2,734-40.9% | $3,723-56.6% | $2,565-37.1% |
| Participant deferral / active EE | $2,991 | $3,467-13.8% | $4,654-35.7% | $3,952-24.3% |
| Admin fee / account holder | $3,440 | $5,470-37.1% | $6,754-49.1% | $6,261-45.1% |