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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 | $61,164 | $110,240-44.5% | $96,544-36.6% | $139,487-56.2% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 4.22% | 26.41%-22.2pp | 25.88%-21.7pp | 373.84%-369.6pp |
| Employer contribution / active EE | $1,547 | $3,622-57.3% | $2,966-47.8% | $4,755-67.5% |
| Participant deferral / active EE | $2,583 | $5,549-53.4% | $4,851-46.8% | $6,713-61.5% |
| Admin fee / account holder | $1,228 | $11,602-89.4% | $8,254-85.1% | $11,407-89.2% |