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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 | $68,325 | $93,586-27.0% | $135,925-49.7% | $75,173-9.1% |
| Participation rate | 62.0% | 75.2%-13.2pp | 81.9%-19.9pp | 67.2%-5.2pp |
| Annual return | 14.18% | 30.90%-16.7pp | 68.25%-54.1pp | 160.65%-146.5pp |
| Employer contribution / active EE | $1,743 | $3,537-50.7% | $4,857-64.1% | $2,670-34.7% |
| Participant deferral / active EE | $3,006 | $6,405-53.1% | $7,759-61.3% | $4,126-27.1% |
| Admin fee / account holder | $3,650 | $6,977-47.7% | $10,764-66.1% | $5,651-35.4% |