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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 | $68,953 | $60,349+14.3% | $74,184-7.1% | $62,881+9.7% |
| Participation rate | 56.4% | 72.7%-16.3pp | 76.6%-20.2pp | 69.3%-12.9pp |
| Annual return | 4.70% | 21.38%-16.7pp | 17.74%-13.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,851 | $1,680+10.2% | $2,370-21.9% | $2,281-18.9% |
| Participant deferral / active EE | $3,511 | $2,856+22.9% | $3,550-1.1% | $3,203+9.6% |
| Admin fee / account holder | $734 | $4,261-82.8% | $5,586-86.9% | $4,296-82.9% |