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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 | $52,890 | $53,774-1.6% | $134,162-60.6% | $79,856-33.8% |
| Participation rate | 66.7% | 58.8%+7.9pp | 72.2%-5.5pp | 69.6%-3.0pp |
| Annual return | 6.45% | 19.01%-12.6pp | 36.35%-29.9pp | 31.71%-25.3pp |
| Employer contribution / active EE | $4,555 | $1,322+244.7% | $3,705+23.0% | $2,471+84.3% |
| Participant deferral / active EE | $985 | $2,420-59.3% | $3,500-71.9% | $3,741-73.7% |
| Admin fee / account holder | $6,002 | $3,985+50.6% | $6,685-10.2% | $5,306+13.1% |