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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 | $77,381 | $64,359+20.2% | $90,161-14.2% | $70,124+10.3% |
| Participation rate | 68.8% | 70.4%-1.7pp | 76.9%-8.1pp | 69.5%-0.8pp |
| Annual return | 13.07% | 28.13%-15.1pp | 34.89%-21.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $2,725 | $2,046+33.2% | $3,318-17.9% | $2,342+16.3% |
| Participant deferral / active EE | $5,364 | $4,389+22.2% | $5,287+1.4% | $3,332+61.0% |
| Admin fee / account holder | $7,511 | $3,945+90.4% | $5,943+26.4% | $4,645+61.7% |