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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 | $82,791 | $58,493+41.5% | $84,023-1.5% | $72,976+13.5% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.0%-9.0pp | 69.5%-9.5pp |
| Annual return | 13.66% | 28.93%-15.3pp | 71.32%-57.7pp | 81.02%-67.4pp |
| Employer contribution / active EE | $1,518 | $1,163+30.5% | $1,984-23.5% | $2,440-37.8% |
| Participant deferral / active EE | $2,432 | $2,394+1.6% | $3,239-24.9% | $3,608-32.6% |
| Admin fee / account holder | $1,594 | $4,569-65.1% | $6,102-73.9% | $5,124-68.9% |