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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 | $64,447 | $63,703+1.2% | $93,063-30.7% | $82,448-21.8% |
| Participation rate | 69.4% | 63.8%+5.6pp | 72.1%-2.7pp | 68.1%+1.4pp |
| Annual return | 9.85% | -775.43%+785.3pp | 34.15%-24.3pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,784 | $1,729+3.2% | $2,476-28.0% | $2,551-30.1% |
| Participant deferral / active EE | $3,306 | $2,919+13.3% | $3,958-16.5% | $4,139-20.1% |
| Admin fee / account holder | $762 | $5,982-87.3% | $6,033-87.4% | $7,234-89.5% |