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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 | $75,582 | $65,364+15.6% | $92,909-18.6% | $72,975+3.6% |
| Participation rate | 64.9% | 68.3%-3.4pp | 76.0%-11.1pp | 69.5%-4.6pp |
| Annual return | 15.53% | 42.11%-26.6pp | 109.44%-93.9pp | 81.01%-65.5pp |
| Employer contribution / active EE | $1,457 | $2,594-43.8% | $3,653-60.1% | $2,440-40.3% |
| Participant deferral / active EE | $4,478 | $3,128+43.1% | $4,238+5.7% | $3,608+24.1% |
| Admin fee / account holder | $1,715 | $4,251-59.7% | $5,795-70.4% | $5,124-66.5% |