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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 | $50,726 | $72,492-30.0% | $87,104-41.8% | $72,975-30.5% |
| Participation rate | 69.2% | 72.8%-3.6pp | 76.9%-7.6pp | 69.5%-0.3pp |
| Annual return | 4.15% | 24.46%-20.3pp | 28.19%-24.0pp | 81.01%-76.9pp |
| Employer contribution / active EE | $2,012 | $1,894+6.2% | $2,521-20.2% | $2,440-17.5% |
| Participant deferral / active EE | $4,728 | $3,270+44.6% | $4,048+16.8% | $3,608+31.0% |
| Admin fee / account holder | $1,245 | $5,055-75.4% | $7,491-83.4% | $5,124-75.7% |