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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 | $69,075 | $106,749-35.3% | $145,433-52.5% | $82,448-16.2% |
| Participation rate | 67.9% | 75.6%-7.8pp | 82.1%-14.3pp | 68.1%-0.2pp |
| Annual return | 12.46% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,932 | $3,444-43.9% | $4,554-57.6% | $2,551-24.3% |
| Participant deferral / active EE | $3,093 | $6,519-52.5% | $7,897-60.8% | $4,139-25.3% |
| Admin fee / account holder | $16,274 | $8,390+94.0% | $13,129+24.0% | $7,234+125.0% |