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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 | $65,692 | $73,787-11.0% | $98,716-33.5% | $82,448-20.3% |
| Participation rate | 62.7% | 61.4%+1.3pp | 69.3%-6.6pp | 68.1%-5.4pp |
| Annual return | 11.96% | 18.57%-6.6pp | 31.81%-19.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,087 | $1,511-28.1% | $2,279-52.3% | $2,551-57.4% |
| Participant deferral / active EE | $2,226 | $3,081-27.8% | $4,048-45.0% | $4,139-46.2% |
| Admin fee / account holder | $1,633 | $6,500-74.9% | $8,703-81.2% | $7,234-77.4% |