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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 | $78,721 | $57,140+37.8% | $85,240-7.6% | $80,959-2.8% |
| Participation rate | 43.1% | 56.4%-13.3pp | 67.5%-24.4pp | 67.7%-24.5pp |
| Annual return | 10.48% | 21.71%-11.2pp | 66.75%-56.3pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,932 | $1,802+7.2% | $2,735-29.4% | $2,757-29.9% |
| Participant deferral / active EE | $4,346 | $3,115+39.5% | $4,527-4.0% | $4,300+1.1% |
| Admin fee / account holder | $8,027 | $4,992+60.8% | $6,165+30.2% | $6,925+15.9% |