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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 | $68,200 | $77,574-12.1% | $108,753-37.3% | $86,983-21.6% |
| Participation rate | 55.8% | 62.3%-6.5pp | 71.1%-15.3pp | 69.5%-13.8pp |
| Annual return | 9.55% | 18.42%-8.9pp | 37.47%-27.9pp | 25.83%-16.3pp |
| Employer contribution / active EE | $1,766 | $1,611+9.6% | $2,427-27.2% | $2,584-31.7% |
| Participant deferral / active EE | $4,314 | $3,128+37.9% | $4,115+4.8% | $4,194+2.9% |
| Admin fee / account holder | $13,259 | $6,529+103.1% | $10,320+28.5% | $7,856+68.8% |