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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 | $84,755 | $55,684+52.2% | $75,900+11.7% | $72,976+16.1% |
| Participation rate | 63.6% | 61.1%+2.5pp | 69.3%-5.7pp | 69.5%-5.9pp |
| Annual return | 15.44% | 27.60%-12.2pp | 30.73%-15.3pp | 81.02%-65.6pp |
| Employer contribution / active EE | $997 | $1,687-40.9% | $2,501-60.1% | $2,440-59.2% |
| Participant deferral / active EE | $3,390 | $2,634+28.7% | $3,604-5.9% | $3,608-6.0% |
| Admin fee / account holder | $12,894 | $3,981+223.9% | $5,421+137.9% | $5,124+151.6% |