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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 | $80,880 | $72,486+11.6% | $87,103-7.1% | $72,976+10.8% |
| Participation rate | 63.2% | 72.8%-9.7pp | 76.9%-13.7pp | 69.5%-6.3pp |
| Annual return | 15.95% | 24.46%-8.5pp | 28.19%-12.2pp | 81.02%-65.1pp |
| Employer contribution / active EE | $2,156 | $1,894+13.9% | $2,521-14.5% | $2,440-11.6% |
| Participant deferral / active EE | $4,825 | $3,270+47.6% | $4,049+19.2% | $3,608+33.7% |
| Admin fee / account holder | $543 | $5,055-89.3% | $7,491-92.8% | $5,124-89.4% |