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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 | $98,531 | $86,949+13.3% | $102,460-3.8% | $80,959+21.7% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 9.34% | 18.89%-9.6pp | 29.47%-20.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,665 | $2,370-29.7% | $3,025-45.0% | $2,757-39.6% |
| Participant deferral / active EE | $3,712 | $4,121-9.9% | $5,056-26.6% | $4,300-13.7% |
| Admin fee / account holder | $2,594 | $8,048-67.8% | $9,460-72.6% | $6,925-62.5% |