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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 | $112,312 | $153,774-27.0% | $133,979-16.2% | $273,970-59.0% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.1%-28.7pp | 83.0%-24.7pp |
| Annual return | 2.95% | 36.51%-33.6pp | 29.30%-26.3pp | 41.46%-38.5pp |
| Employer contribution / active EE | $1,375 | $6,029-77.2% | $5,211-73.6% | $4,869-71.8% |
| Participant deferral / active EE | $4,972 | $6,958-28.5% | $6,282-20.8% | $5,287-6.0% |
| Admin fee / account holder | $3,671 | $11,765-68.8% | $9,324-60.6% | $10,132-63.8% |