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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 | $79,470 | $81,487-2.5% | $102,412-22.4% | $80,935-1.8% |
| Participation rate | 62.1% | 66.8%-4.8pp | 74.5%-12.4pp | 67.7%-5.6pp |
| Annual return | 8.58% | 25.60%-17.0pp | 24.94%-16.4pp | 35.66%-27.1pp |
| Employer contribution / active EE | $2,162 | $3,103-30.3% | $3,870-44.1% | $2,757-21.6% |
| Participant deferral / active EE | $4,659 | $3,871+20.4% | $5,060-7.9% | $4,299+8.4% |
| Admin fee / account holder | $3,015 | $6,717-55.1% | $8,388-64.1% | $6,924-56.5% |