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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 | $64,862 | $71,230-8.9% | $93,727-30.8% | $80,959-19.9% |
| Participation rate | 64.0% | 60.4%+3.6pp | 68.7%-4.7pp | 67.7%-3.7pp |
| Annual return | 8.93% | 11.26%-2.3pp | 133.83%-124.9pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,893 | $1,565+21.0% | $2,421-21.8% | $2,757-31.3% |
| Participant deferral / active EE | $3,226 | $4,037-20.1% | $4,417-27.0% | $4,300-25.0% |
| Admin fee / account holder | $2,307 | $6,961-66.9% | $8,292-72.2% | $6,925-66.7% |