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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 | $64,658 | $63,114+2.4% | $92,909-30.4% | $65,185-0.8% |
| Participation rate | 65.7% | 68.8%-3.0pp | 76.0%-10.3pp | 70.2%-4.5pp |
| Annual return | 16.12% | 28.75%-12.6pp | 109.44%-93.3pp | 29.38%-13.3pp |
| Employer contribution / active EE | $1,226 | $2,571-52.3% | $3,653-66.4% | $2,177-43.7% |
| Participant deferral / active EE | $3,318 | $3,108+6.7% | $4,238-21.7% | $3,514-5.6% |
| Admin fee / account holder | $1,127 | $624+80.7% | $5,795-80.6% | $847+33.0% |