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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 | $69,397 | $77,574-10.5% | $108,753-36.2% | $86,983-20.2% |
| Participation rate | 61.6% | 62.3%-0.7pp | 71.1%-9.4pp | 69.5%-7.9pp |
| Annual return | 10.38% | 18.42%-8.0pp | 37.47%-27.1pp | 25.83%-15.4pp |
| Employer contribution / active EE | $2,891 | $1,611+79.5% | $2,427+19.1% | $2,584+11.9% |
| Participant deferral / active EE | $1,409 | $3,128-55.0% | $4,115-65.8% | $4,194-66.4% |
| Admin fee / account holder | $2,461 | $6,529-62.3% | $10,320-76.2% | $7,856-68.7% |