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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 | $77,583 | $67,602+14.8% | $82,312-5.7% | $70,126+10.6% |
| Participation rate | 69.7% | 72.8%-3.1pp | 76.9%-7.2pp | 69.5%+0.2pp |
| Annual return | 7.96% | 21.57%-13.6pp | 25.88%-17.9pp | 73.15%-65.2pp |
| Employer contribution / active EE | $1,744 | $1,755-0.6% | $2,428-28.2% | $2,343-25.6% |
| Participant deferral / active EE | $4,883 | $2,987+63.5% | $3,706+31.8% | $3,332+46.6% |
| Admin fee / account holder | $2,689 | $4,512-40.4% | $5,608-52.0% | $4,645-42.1% |