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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 | $44,488 | $95,453-53.4% | $112,040-60.3% | $82,448-46.0% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.5%-8.5pp | 68.1%-0.1pp |
| Annual return | 7.53% | 23.92%-16.4pp | 24.52%-17.0pp | 41.64%-34.1pp |
| Employer contribution / active EE | $3,394 | $2,318+46.4% | $2,954+14.9% | $2,551+33.0% |
| Participant deferral / active EE | $6,208 | $4,224+47.0% | $5,098+21.8% | $4,139+50.0% |
| Admin fee / account holder | $6,164 | $9,013-31.6% | $12,098-49.0% | $7,234-14.8% |