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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 | $73,485 | $57,073+28.8% | $85,126-13.7% | $80,925-9.2% |
| Participation rate | 68.0% | 56.4%+11.6pp | 67.5%+0.5pp | 67.7%+0.3pp |
| Annual return | 9.37% | 21.69%-12.3pp | 66.63%-57.3pp | 35.65%-26.3pp |
| Employer contribution / active EE | $871 | $1,801-51.6% | $2,731-68.1% | $2,756-68.4% |
| Participant deferral / active EE | $5,097 | $3,113+63.7% | $4,523+12.7% | $4,299+18.6% |
| Admin fee / account holder | $2,975 | $4,988-40.3% | $6,160-51.7% | $6,940-57.1% |