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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 | $64,619 | $106,749-39.5% | $145,433-55.6% | $82,448-21.6% |
| Participation rate | 61.2% | 75.6%-14.5pp | 82.1%-20.9pp | 68.1%-6.9pp |
| Annual return | 11.44% | 27.59%-16.2pp | 66.58%-55.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $2,688 | $3,444-22.0% | $4,554-41.0% | $2,551+5.4% |
| Participant deferral / active EE | $4,730 | $6,519-27.4% | $7,897-40.1% | $4,139+14.3% |
| Admin fee / account holder | $3,495 | $8,390-58.3% | $13,129-73.4% | $7,234-51.7% |