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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 | $81,331-14.5% | $155,534-55.3% | $80,935-14.1% |
| Participation rate | 66.7% | 66.3%+0.4pp | 78.2%-11.6pp | 67.7%-1.0pp |
| Annual return | 4.29% | 33.37%-29.1pp | 64.92%-60.6pp | 35.66%-31.4pp |
| Employer contribution / active EE | $2,355 | $3,105-24.1% | $4,675-49.6% | $2,757-14.6% |
| Participant deferral / active EE | $4,600 | $3,454+33.2% | $5,630-18.3% | $4,299+7.0% |
| Admin fee / account holder | $1,923 | $7,999-76.0% | $15,900-87.9% | $6,924-72.2% |