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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 | $67,897 | $59,839+13.5% | $81,991-17.2% | $79,852-15.0% |
| Participation rate | 58.8% | 61.6%-2.8pp | 69.3%-10.4pp | 69.6%-10.8pp |
| Annual return | 7.14% | 17.56%-10.4pp | 41.31%-34.2pp | 31.72%-24.6pp |
| Employer contribution / active EE | $4,286 | $1,713+150.1% | $2,498+71.6% | $2,471+73.5% |
| Participant deferral / active EE | $1,895 | $2,695-29.7% | $3,722-49.1% | $3,740-49.3% |
| Admin fee / account holder | $2,543 | $4,287-40.7% | $5,665-55.1% | $5,306-52.1% |