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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 | $82,130 | $86,919-5.5% | $102,457-19.8% | $80,911+1.5% |
| Participation rate | 59.4% | 72.4%-13.0pp | 76.5%-17.1pp | 67.6%-8.3pp |
| Annual return | 8.76% | 18.90%-10.1pp | 29.41%-20.7pp | 35.63%-26.9pp |
| Employer contribution / active EE | $1,924 | $2,368-18.8% | $3,022-36.3% | $2,756-30.2% |
| Participant deferral / active EE | $5,884 | $4,119+42.8% | $5,054+16.4% | $4,297+36.9% |
| Admin fee / account holder | $4,348 | $8,049-46.0% | $9,451-54.0% | $6,935-37.3% |