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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 | $60,760 | $55,889+8.7% | $76,119-20.2% | $80,935-24.9% |
| Participation rate | 66.7% | 62.1%+4.6pp | 69.1%-2.4pp | 67.7%-1.0pp |
| Annual return | 8.65% | 20.58%-11.9pp | 361.25%-352.6pp | 35.66%-27.0pp |
| Employer contribution / active EE | $1,646 | $1,866-11.8% | $2,693-38.9% | $2,757-40.3% |
| Participant deferral / active EE | $3,094 | $3,051+1.4% | $4,259-27.4% | $4,299-28.0% |
| Admin fee / account holder | $2,328 | $5,241-55.6% | $6,421-63.7% | $6,924-66.4% |