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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 | $56,673 | $81,504-30.5% | $102,437-44.7% | $80,959-30.0% |
| Participation rate | 63.6% | 66.9%-3.2pp | 74.5%-10.9pp | 67.7%-4.0pp |
| Annual return | 9.39% | 25.60%-16.2pp | 24.95%-15.6pp | 35.67%-26.3pp |
| Employer contribution / active EE | $2,463 | $3,104-20.7% | $3,871-36.4% | $2,757-10.7% |
| Participant deferral / active EE | $5,751 | $3,871+48.6% | $5,060+13.7% | $4,300+33.7% |
| Admin fee / account holder | $2,095 | $6,719-68.8% | $8,388-75.0% | $6,925-69.7% |