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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 | $80,437 | $65,361+23.1% | $92,903-13.4% | $72,983+10.2% |
| Participation rate | 62.5% | 68.3%-5.8pp | 76.0%-13.5pp | 69.5%-7.0pp |
| Annual return | 11.43% | 42.11%-30.7pp | 109.43%-98.0pp | 81.01%-69.6pp |
| Employer contribution / active EE | $1,290 | $2,594-50.3% | $3,653-64.7% | $2,440-47.1% |
| Participant deferral / active EE | $2,800 | $3,128-10.5% | $4,238-33.9% | $3,608-22.4% |
| Admin fee / account holder | $545 | $4,251-87.2% | $5,795-90.6% | $5,124-89.4% |