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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 | $67,630 | $57,073+18.5% | $85,126-20.6% | $80,925-16.4% |
| Participation rate | 68.6% | 56.4%+12.2pp | 67.5%+1.1pp | 67.7%+1.0pp |
| Annual return | 10.34% | 21.69%-11.3pp | 66.63%-56.3pp | 35.65%-25.3pp |
| Employer contribution / active EE | $2,689 | $1,801+49.3% | $2,731-1.6% | $2,756-2.4% |
| Participant deferral / active EE | $5,630 | $3,113+80.8% | $4,523+24.5% | $4,299+31.0% |
| Admin fee / account holder | $10,206 | $4,988+104.6% | $6,160+65.7% | $6,940+47.1% |