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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 | $80,889 | $76,371+5.9% | $93,621-13.6% | $72,975+10.8% |
| Participation rate | 67.8% | 71.8%-4.0pp | 75.8%-8.0pp | 69.5%-1.7pp |
| Annual return | 5.90% | 25.82%-19.9pp | 32.76%-26.9pp | 81.01%-75.1pp |
| Employer contribution / active EE | $1,186 | $2,276-47.9% | $2,719-56.4% | $2,440-51.4% |
| Participant deferral / active EE | $2,216 | $3,538-37.4% | $4,070-45.6% | $3,608-38.6% |
| Admin fee / account holder | $4,755 | $6,839-30.5% | $7,890-39.7% | $5,124-7.2% |