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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 | $74,452 | $72,269+3.0% | $101,271-26.5% | $79,852-6.8% |
| Participation rate | 63.5% | 68.5%-4.9pp | 75.8%-12.3pp | 69.6%-6.1pp |
| Annual return | 10.58% | 22.29%-11.7pp | 46.48%-35.9pp | 31.72%-21.1pp |
| Employer contribution / active EE | $1,392 | $2,692-48.3% | $3,660-62.0% | $2,471-43.7% |
| Participant deferral / active EE | $3,067 | $3,282-6.5% | $4,371-29.8% | $3,740-18.0% |
| Admin fee / account holder | $467 | $4,401-89.4% | $5,948-92.2% | $5,306-91.2% |