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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 | $88,571 | $58,627+51.1% | $76,735+15.4% | $82,448+7.4% |
| Participation rate | 63.0% | 63.2%-0.3pp | 69.5%-6.5pp | 68.1%-5.1pp |
| Annual return | 11.99% | 39.10%-27.1pp | 29.77%-17.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,763 | $1,729+1.9% | $2,454-28.2% | $2,551-30.9% |
| Participant deferral / active EE | $5,892 | $3,134+88.0% | $4,088+44.1% | $4,139+42.4% |
| Admin fee / account holder | $5,283 | $5,323-0.7% | $7,189-26.5% | $7,234-27.0% |