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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 | $70,396 | $108,825-35.3% | $156,181-54.9% | $82,448-14.6% |
| Participation rate | 69.6% | 72.4%-2.8pp | 78.8%-9.3pp | 68.1%+1.5pp |
| Annual return | 12.27% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $3,053 | $2,870+6.4% | $4,294-28.9% | $2,551+19.7% |
| Participant deferral / active EE | $7,757 | $4,577+69.5% | $6,132+26.5% | $4,139+87.4% |
| Admin fee / account holder | $3,795 | $9,341-59.4% | $14,586-74.0% | $7,234-47.5% |