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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 | $57,028 | $69,590-18.1% | $136,867-58.3% | $94,015-39.3% |
| Participation rate | 66.7% | 66.3%+0.3pp | 74.5%-7.9pp | 70.8%-4.2pp |
| Annual return | 10.12% | 19.62%-9.5pp | 42.97%-32.9pp | 17.84%-7.7pp |
| Employer contribution / active EE | $1,921 | $2,396-19.9% | $3,547-45.9% | $2,790-31.2% |
| Participant deferral / active EE | $7,438 | $3,437+116.4% | $4,924+51.1% | $4,249+75.0% |
| Admin fee / account holder | $5,331 | $8,912-40.2% | $10,340-48.4% | $8,951-40.4% |