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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 | $73,497 | $81,331-9.6% | $155,534-52.7% | $80,935-9.2% |
| Participation rate | 65.6% | 66.3%-0.6pp | 78.2%-12.6pp | 67.7%-2.0pp |
| Annual return | 7.74% | 33.37%-25.6pp | 64.92%-57.2pp | 35.66%-27.9pp |
| Employer contribution / active EE | $1,768 | $3,105-43.1% | $4,675-62.2% | $2,757-35.9% |
| Participant deferral / active EE | $4,312 | $3,454+24.8% | $5,630-23.4% | $4,299+0.3% |
| Admin fee / account holder | $3,382 | $7,999-57.7% | $15,900-78.7% | $6,924-51.2% |