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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 | $80,854 | $58,057+39.3% | $97,032-16.7% | $86,983-7.0% |
| Participation rate | 60.0% | 60.4%-0.4pp | 71.6%-11.6pp | 69.5%-9.5pp |
| Annual return | 9.85% | 22.26%-12.4pp | 35.38%-25.5pp | 25.83%-16.0pp |
| Employer contribution / active EE | $883 | $1,663-46.9% | $2,629-66.4% | $2,584-65.8% |
| Participant deferral / active EE | $2,579 | $3,244-20.5% | $4,672-44.8% | $4,194-38.5% |
| Admin fee / account holder | $3,941 | $4,839-18.5% | $9,418-58.2% | $7,856-49.8% |