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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 | $81,476-30.4% | $102,383-44.6% | $80,925-30.0% |
| Participation rate | 63.6% | 66.8%-3.2pp | 74.5%-10.9pp | 67.7%-4.0pp |
| Annual return | 9.39% | 25.59%-16.2pp | 24.94%-15.5pp | 35.65%-26.3pp |
| Employer contribution / active EE | $2,463 | $3,105-20.7% | $3,870-36.4% | $2,756-10.7% |
| Participant deferral / active EE | $5,751 | $3,871+48.6% | $5,060+13.7% | $4,299+33.8% |
| Admin fee / account holder | $2,095 | $6,717-68.8% | $8,391-75.0% | $6,940-69.8% |