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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 | $71,057+3.4% | $93,654-21.5% | $80,874-9.1% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.6%-1.0pp |
| Annual return | 7.62% | 11.26%-3.6pp | 133.34%-125.7pp | 35.62%-28.0pp |
| Employer contribution / active EE | $1,158 | $1,564-25.9% | $2,421-52.1% | $2,756-58.0% |
| Participant deferral / active EE | $4,834 | $4,034+19.8% | $4,413+9.5% | $4,297+12.5% |
| Admin fee / account holder | $22,316 | $6,944+221.4% | $8,282+169.4% | $6,935+221.8% |