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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 | $66,423 | $57,590+15.3% | $86,233-23.0% | $82,448-19.4% |
| Participation rate | 68.8% | 57.9%+10.9pp | 69.0%-0.3pp | 68.1%+0.7pp |
| Annual return | 12.56% | 22.41%-9.9pp | 61.39%-48.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,256 | $1,655+36.3% | $2,504-9.9% | $2,551-11.6% |
| Participant deferral / active EE | $4,919 | $3,080+59.7% | $4,559+7.9% | $4,139+18.8% |
| Admin fee / account holder | $2,380 | $4,730-49.7% | $8,342-71.5% | $7,234-67.1% |