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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 | $64,882 | $81,358-20.3% | $155,556-58.3% | $80,959-19.9% |
| Participation rate | 1.5% | 66.3%-64.7pp | 78.2%-76.7pp | 67.7%-66.1pp |
| Annual return | 10.46% | 33.39%-22.9pp | 64.84%-54.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $2,113 | $3,106-32.0% | $4,675-54.8% | $2,757-23.4% |
| Participant deferral / active EE | $3,312 | $3,455-4.1% | $5,631-41.2% | $4,300-23.0% |
| Admin fee / account holder | $4,933 | $7,994-38.3% | $15,885-68.9% | $6,925-28.8% |