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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 | $92,824 | $95,404-2.7% | $113,397-18.1% | $82,637+12.3% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.5%-14.4pp | 68.1%-5.9pp |
| Annual return | 10.27% | 19.08%-8.8pp | 23.20%-12.9pp | 53.51%-43.2pp |
| Employer contribution / active EE | $1,454 | $2,307-37.0% | $2,977-51.2% | $2,552-43.0% |
| Participant deferral / active EE | $2,266 | $4,220-46.3% | $5,076-55.4% | $4,126-45.1% |
| Admin fee / account holder | $3,196 | $9,168-65.1% | $11,957-73.3% | $7,339-56.4% |