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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 | $84,431 | $65,027+29.8% | $90,970-7.2% | $79,852+5.7% |
| Participation rate | 61.5% | 61.6%-0.1pp | 69.0%-7.5pp | 69.6%-8.1pp |
| Annual return | 7.26% | 30.45%-23.2pp | 134.58%-127.3pp | 31.72%-24.5pp |
| Employer contribution / active EE | $981 | $1,247-21.4% | $2,122-53.8% | $2,471-60.3% |
| Participant deferral / active EE | $2,608 | $2,512+3.8% | $3,373-22.7% | $3,740-30.3% |
| Admin fee / account holder | $2,748 | $4,535-39.4% | $5,960-53.9% | $5,306-48.2% |