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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 | $73,487 | $71,230+3.2% | $93,727-21.6% | $80,959-9.2% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.0pp | 67.7%-1.0pp |
| Annual return | 7.62% | 11.26%-3.6pp | 133.83%-126.2pp | 35.67%-28.0pp |
| Employer contribution / active EE | $1,158 | $1,565-26.0% | $2,421-52.2% | $2,757-58.0% |
| Participant deferral / active EE | $4,834 | $4,037+19.7% | $4,417+9.4% | $4,300+12.4% |
| Admin fee / account holder | $22,316 | $6,961+220.6% | $8,292+169.1% | $6,925+222.2% |