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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 | $75,541+71.6% | $152,093-14.8% | $82,637+56.9% |
| Participation rate | 66.7% | 66.5%+0.1pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 6.03% | 32.56%-26.5pp | 66.36%-60.3pp | 53.51%-47.5pp |
| Employer contribution / active EE | $2,365 | $2,622-9.8% | $4,175-43.4% | $2,552-7.3% |
| Participant deferral / active EE | $1,461 | $3,206-54.4% | $5,451-73.2% | $4,126-64.6% |
| Admin fee / account holder | $831 | $6,405-87.0% | $14,497-94.3% | $7,339-88.7% |