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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 | $68,760 | $62,672+9.7% | $185,117-62.9% | $70,124-1.9% |
| Participation rate | 62.1% | 63.8%-1.7pp | 77.3%-15.2pp | 69.5%-7.5pp |
| Annual return | 11.17% | 40.79%-29.6pp | 40.50%-29.3pp | 73.14%-62.0pp |
| Employer contribution / active EE | $1,272 | $1,753-27.4% | $4,182-69.6% | $2,342-45.7% |
| Participant deferral / active EE | $3,891 | $3,272+18.9% | $5,045-22.9% | $3,332+16.8% |
| Admin fee / account holder | $898 | $3,932-77.1% | $8,159-89.0% | $4,645-80.7% |