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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 | $86,904 | $72,269+20.3% | $101,271-14.2% | $79,852+8.8% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 9.63% | 22.29%-12.7pp | 46.48%-36.9pp | 31.72%-22.1pp |
| Employer contribution / active EE | $1,369 | $2,692-49.1% | $3,660-62.6% | $2,471-44.6% |
| Participant deferral / active EE | $3,679 | $3,282+12.1% | $4,371-15.8% | $3,740-1.6% |
| Admin fee / account holder | $4,947 | $4,401+12.4% | $5,948-16.8% | $5,306-6.8% |