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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 | $65,692 | $51,222+28.3% | $70,544-6.9% | $75,173-12.6% |
| Participation rate | 57.7% | 61.0%-3.3pp | 68.4%-10.7pp | 67.2%-9.5pp |
| Annual return | 10.27% | 30.06%-19.8pp | 32.79%-22.5pp | 160.72%-150.5pp |
| Employer contribution / active EE | $2,170 | $1,827+18.8% | $2,976-27.1% | $2,671-18.8% |
| Participant deferral / active EE | $5,555 | $2,850+94.9% | $4,568+21.6% | $4,126+34.6% |
| Admin fee / account holder | $3,680 | $4,096-10.1% | $6,427-42.7% | $5,651-34.9% |