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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 | $129,631 | $76,407+69.7% | $150,298-13.8% | $82,448+57.2% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 6.03% | 39.99%-34.0pp | 62.79%-56.8pp | 41.64%-35.6pp |
| Employer contribution / active EE | $2,365 | $2,614-9.5% | $4,154-43.1% | $2,551-7.3% |
| Participant deferral / active EE | $1,461 | $3,214-54.5% | $5,453-73.2% | $4,139-64.7% |
| Admin fee / account holder | $831 | $6,352-86.9% | $14,116-94.1% | $7,234-88.5% |