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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 | $69,444+27.5% | $92,985-4.7% | $87,485+1.2% |
| Participation rate | 63.0% | 63.3%-0.3pp | 69.5%-6.5pp | 68.9%-6.0pp |
| Annual return | 11.99% | 23.85%-11.9pp | 27.99%-16.0pp | 26.06%-14.1pp |
| Employer contribution / active EE | $1,763 | $1,917-8.1% | $2,662-33.8% | $2,596-32.1% |
| Participant deferral / active EE | $5,892 | $3,364+75.2% | $4,377+34.6% | $4,274+37.9% |
| Admin fee / account holder | $5,283 | $6,137-13.9% | $9,463-44.2% | $7,775-32.1% |