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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 | $74,911 | $72,269+3.7% | $101,271-26.0% | $79,852-6.2% |
| Participation rate | 62.8% | 68.5%-5.6pp | 75.8%-13.0pp | 69.6%-6.8pp |
| Annual return | 9.06% | 22.29%-13.2pp | 46.48%-37.4pp | 31.72%-22.7pp |
| Employer contribution / active EE | $960 | $2,692-64.3% | $3,660-73.8% | $2,471-61.2% |
| Participant deferral / active EE | $2,098 | $3,282-36.1% | $4,371-52.0% | $3,740-43.9% |
| Admin fee / account holder | $3,416 | $4,401-22.4% | $5,948-42.6% | $5,306-35.6% |