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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 | $70,127 | $25,014+180.3% | $69,632+0.7% | $80,959-13.4% |
| Participation rate | 62.8% | 64.2%-1.4pp | 66.4%-3.6pp | 67.7%-4.9pp |
| Annual return | 8.77% | 19.08%-10.3pp | 101.32%-92.6pp | 35.67%-26.9pp |
| Employer contribution / active EE | $1,303 | $991+31.4% | $1,708-23.8% | $2,757-52.8% |
| Participant deferral / active EE | $2,301 | $1,840+25.1% | $2,889-20.4% | $4,300-46.5% |
| Admin fee / account holder | $1,609 | $2,491-35.4% | $4,695-65.7% | $6,925-76.8% |