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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 | $68,235 | $56,060+21.7% | $76,002-10.2% | $80,874-15.6% |
| Participation rate | 57.7% | 62.0%-4.3pp | 69.1%-11.4pp | 67.6%-10.0pp |
| Annual return | 9.89% | 20.54%-10.6pp | 360.07%-350.2pp | 35.62%-25.7pp |
| Employer contribution / active EE | $2,007 | $1,873+7.1% | $2,688-25.3% | $2,756-27.2% |
| Participant deferral / active EE | $3,708 | $3,051+21.5% | $4,257-12.9% | $4,297-13.7% |
| Admin fee / account holder | $2,130 | $5,237-59.3% | $6,414-66.8% | $6,935-69.3% |