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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 | $82,374 | $78,670+4.7% | $109,173-24.5% | $85,847-4.0% |
| Participation rate | 62.1% | 68.3%-6.2pp | 75.9%-13.8pp | 69.3%-7.3pp |
| Annual return | 8.29% | 25.09%-16.8pp | 25.75%-17.5pp | 318.61%-310.3pp |
| Employer contribution / active EE | $2,798 | $2,734+2.3% | $3,723-24.9% | $2,565+9.1% |
| Participant deferral / active EE | $5,683 | $3,467+63.9% | $4,654+22.1% | $3,952+43.8% |
| Admin fee / account holder | $53,719 | $5,469+882.2% | $6,755+695.3% | $6,261+758.0% |