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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 | $51,244 | $75,541-32.2% | $152,093-66.3% | $82,637-38.0% |
| Participation rate | 60.7% | 66.5%-5.8pp | 77.8%-17.1pp | 68.1%-7.3pp |
| Annual return | 5.17% | 32.56%-27.4pp | 66.36%-61.2pp | 53.51%-48.3pp |
| Employer contribution / active EE | $3,503 | $2,622+33.6% | $4,175-16.1% | $2,552+37.2% |
| Participant deferral / active EE | $8,599 | $3,206+168.2% | $5,451+57.7% | $4,126+108.4% |
| Admin fee / account holder | $3,460 | $6,405-46.0% | $14,497-76.1% | $7,339-52.9% |