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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 | $66,875 | $46,297+44.4% | $71,671-6.7% | $62,293+7.4% |
| Participation rate | 60.4% | 60.6%-0.3pp | 68.7%-8.4pp | 69.5%-9.1pp |
| Annual return | 12.87% | 22.32%-9.5pp | 20.65%-7.8pp | 28.90%-16.0pp |
| Employer contribution / active EE | $755 | $1,412-46.5% | $2,460-69.3% | $2,042-63.0% |
| Participant deferral / active EE | $3,551 | $2,235+58.9% | $3,438+3.3% | $3,169+12.0% |
| Admin fee / account holder | $1,450 | $461+214.8% | $5,558-73.9% | $479+202.5% |