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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 | $45,593 | $81,331-43.9% | $155,534-70.7% | $80,935-43.7% |
| Participation rate | 69.2% | 66.3%+3.0pp | 78.2%-9.0pp | 67.7%+1.6pp |
| Annual return | 8.86% | 33.37%-24.5pp | 64.92%-56.1pp | 35.66%-26.8pp |
| Employer contribution / active EE | $2,319 | $3,105-25.3% | $4,675-50.4% | $2,757-15.9% |
| Participant deferral / active EE | $6,124 | $3,454+77.3% | $5,630+8.8% | $4,299+42.4% |
| Admin fee / account holder | $301 | $7,999-96.2% | $15,900-98.1% | $6,924-95.7% |