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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 | $42,162 | $77,472-45.6% | $100,392-58.0% | $80,935-47.9% |
| Participation rate | 67.7% | 76.9%-9.2pp | 81.5%-13.8pp | 67.7%+0.1pp |
| Annual return | 12.27% | 37.26%-25.0pp | 49.45%-37.2pp | 35.66%-23.4pp |
| Employer contribution / active EE | $2,859 | $2,800+2.1% | $3,941-27.5% | $2,757+3.7% |
| Participant deferral / active EE | $5,751 | $6,818-15.6% | $8,090-28.9% | $4,299+33.8% |
| Admin fee / account holder | $3,493 | $5,885-40.6% | $7,904-55.8% | $6,924-49.5% |