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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 | $76,834-11.2% | $108,359-37.1% | $87,485-22.0% |
| Participation rate | 55.8% | 61.7%-6.0pp | 70.1%-14.4pp | 68.9%-13.2pp |
| Annual return | 9.55% | 19.09%-9.5pp | 36.89%-27.3pp | 26.06%-16.5pp |
| Employer contribution / active EE | $1,766 | $1,556+13.4% | $2,399-26.4% | $2,596-32.0% |
| Participant deferral / active EE | $4,314 | $3,100+39.1% | $4,137+4.3% | $4,274+0.9% |
| Admin fee / account holder | $13,259 | $6,537+102.8% | $9,741+36.1% | $7,775+70.5% |