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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 | $70,309 | $55,684+26.3% | $75,900-7.4% | $72,976-3.7% |
| Participation rate | 55.8% | 61.1%-5.3pp | 69.3%-13.5pp | 69.5%-13.7pp |
| Annual return | 16.32% | 27.60%-11.3pp | 30.73%-14.4pp | 81.02%-64.7pp |
| Employer contribution / active EE | $1,264 | $1,687-25.1% | $2,501-49.5% | $2,440-48.2% |
| Participant deferral / active EE | $2,352 | $2,634-10.7% | $3,604-34.7% | $3,608-34.8% |
| Admin fee / account holder | $4,067 | $3,981+2.2% | $5,421-25.0% | $5,124-20.6% |