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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 | $70,584 | $95,453-26.1% | $112,040-37.0% | $82,448-14.4% |
| Participation rate | 69.7% | 72.8%-3.1pp | 76.5%-6.8pp | 68.1%+1.6pp |
| Annual return | 11.23% | 23.92%-12.7pp | 24.52%-13.3pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,922 | $2,318-17.1% | $2,954-34.9% | $2,551-24.6% |
| Participant deferral / active EE | $2,777 | $4,224-34.2% | $5,098-45.5% | $4,139-32.9% |
| Admin fee / account holder | $1,912 | $9,013-78.8% | $12,098-84.2% | $7,234-73.6% |