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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 | $78,359 | $43,075+81.9% | $74,577+5.1% | $62,881+24.6% |
| Participation rate | 66.7% | 58.1%+8.6pp | 68.1%-1.4pp | 69.3%-2.6pp |
| Annual return | 4.80% | 17.50%-12.7pp | 20.47%-15.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $478 | $1,498-68.1% | $2,525-81.1% | $2,281-79.1% |
| Participant deferral / active EE | $2,894 | $2,389+21.1% | $3,458-16.3% | $3,203-9.6% |
| Admin fee / account holder | $9,029 | $2,840+217.9% | $4,138+118.2% | $4,296+110.2% |