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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 | $51,749 | $46,534+11.2% | $64,097-19.3% | $75,177-31.2% |
| Participation rate | 66.7% | 65.9%+0.7pp | 72.3%-5.7pp | 67.2%-0.5pp |
| Annual return | 1.60% | 26.07%-24.5pp | 33.75%-32.1pp | 160.75%-159.2pp |
| Employer contribution / active EE | $1,764 | $1,976-10.7% | $2,750-35.9% | $2,671-34.0% |
| Participant deferral / active EE | $4,362 | $2,835+53.9% | $3,881+12.4% | $4,126+5.7% |
| Admin fee / account holder | $3,876 | $2,957+31.1% | $3,070+26.3% | $5,651-31.4% |