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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 | $68,507 | $78,428-12.6% | $95,960-28.6% | $79,852-14.2% |
| Participation rate | 63.3% | 73.5%-10.2pp | 77.1%-13.7pp | 69.6%-6.3pp |
| Annual return | 10.01% | 19.37%-9.4pp | 91.63%-81.6pp | 31.72%-21.7pp |
| Employer contribution / active EE | $1,501 | $1,945-22.9% | $2,541-41.0% | $2,471-39.3% |
| Participant deferral / active EE | $2,517 | $3,440-26.8% | $4,167-39.6% | $3,740-32.7% |
| Admin fee / account holder | $5,783 | $5,622+2.9% | $6,797-14.9% | $5,306+9.0% |