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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 | $69,548 | $81,262-14.4% | $155,602-55.3% | $80,911-14.0% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 4.29% | 33.34%-29.1pp | 64.81%-60.5pp | 35.63%-31.3pp |
| Employer contribution / active EE | $2,355 | $3,102-24.1% | $4,675-49.6% | $2,756-14.5% |
| Participant deferral / active EE | $4,600 | $3,451+33.3% | $5,629-18.3% | $4,297+7.0% |
| Admin fee / account holder | $1,923 | $7,992-75.9% | $15,923-87.9% | $6,935-72.3% |