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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 | $72,890 | $55,889+30.4% | $76,119-4.2% | $80,935-9.9% |
| Participation rate | 54.2% | 62.1%-7.8pp | 69.1%-14.8pp | 67.7%-13.4pp |
| Annual return | 10.09% | 20.58%-10.5pp | 361.25%-351.2pp | 35.66%-25.6pp |
| Employer contribution / active EE | $2,369 | $1,866+27.0% | $2,693-12.0% | $2,757-14.1% |
| Participant deferral / active EE | $3,347 | $3,051+9.7% | $4,259-21.4% | $4,299-22.2% |
| Admin fee / account holder | $3,706 | $5,241-29.3% | $6,421-42.3% | $6,924-46.5% |