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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 | $81,262-43.9% | $155,602-70.7% | $80,911-43.6% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.6%+1.6pp |
| Annual return | 8.86% | 33.34%-24.5pp | 64.81%-56.0pp | 35.63%-26.8pp |
| Employer contribution / active EE | $2,319 | $3,102-25.2% | $4,675-50.4% | $2,756-15.9% |
| Participant deferral / active EE | $6,124 | $3,451+77.4% | $5,629+8.8% | $4,297+42.5% |
| Admin fee / account holder | $301 | $7,992-96.2% | $15,923-98.1% | $6,935-95.7% |