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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 | $74,279 | $67,602+9.9% | $82,312-9.8% | $70,126+5.9% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.9%-16.2pp | 69.5%-8.9pp |
| Annual return | 11.14% | 21.57%-10.4pp | 25.88%-14.7pp | 73.15%-62.0pp |
| Employer contribution / active EE | $991 | $1,755-43.5% | $2,428-59.2% | $2,343-57.7% |
| Participant deferral / active EE | $2,541 | $2,987-14.9% | $3,706-31.4% | $3,332-23.7% |
| Admin fee / account holder | $3,552 | $4,512-21.3% | $5,608-36.7% | $4,645-23.5% |