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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 | $58,848+12.9% | $88,179-24.7% | $82,637-19.6% |
| Participation rate | 68.8% | 57.9%+10.9pp | 69.1%-0.4pp | 68.1%+0.7pp |
| Annual return | 12.56% | 22.76%-10.2pp | 64.97%-52.4pp | 53.51%-40.9pp |
| Employer contribution / active EE | $2,256 | $1,678+34.4% | $2,549-11.5% | $2,552-11.6% |
| Participant deferral / active EE | $4,919 | $3,124+57.5% | $4,614+6.6% | $4,126+19.2% |
| Admin fee / account holder | $2,380 | $4,795-50.4% | $7,673-69.0% | $7,339-67.6% |