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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 | $57,932 | $81,504-28.9% | $102,437-43.4% | $80,959-28.4% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 9.70% | 25.60%-15.9pp | 24.95%-15.3pp | 35.67%-26.0pp |
| Employer contribution / active EE | $2,883 | $3,104-7.1% | $3,871-25.5% | $2,757+4.6% |
| Participant deferral / active EE | $7,418 | $3,871+91.6% | $5,060+46.6% | $4,300+72.5% |
| Admin fee / account holder | $5,834 | $6,719-13.2% | $8,388-30.4% | $6,925-15.8% |