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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 | $71,717 | $87,733-18.3% | $106,551-32.7% | $85,856-16.5% |
| Participation rate | 68.8% | 71.9%-3.2pp | 76.1%-7.4pp | 69.3%-0.6pp |
| Annual return | 10.99% | 21.86%-10.9pp | 26.80%-15.8pp | 318.58%-307.6pp |
| Employer contribution / active EE | $1,228 | $2,073-40.8% | $2,819-56.4% | $2,565-52.1% |
| Participant deferral / active EE | $3,933 | $3,469+13.4% | $4,398-10.6% | $3,952-0.5% |
| Admin fee / account holder | $1,738 | $6,767-74.3% | $7,408-76.5% | $6,261-72.2% |