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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 | $75,118 | $73,978+1.5% | $96,515-22.2% | $75,173-0.1% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 12.64% | 26.72%-14.1pp | 35.73%-23.1pp | 160.72%-148.1pp |
| Employer contribution / active EE | $2,017 | $2,931-31.2% | $3,740-46.1% | $2,671-24.5% |
| Participant deferral / active EE | $3,723 | $3,660+1.7% | $4,880-23.7% | $4,126-9.8% |
| Admin fee / account holder | $12,915 | $5,219+147.5% | $6,735+91.8% | $5,651+128.6% |