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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 | $138,574 | $67,602+105.0% | $82,312+68.4% | $70,126+97.6% |
| Participation rate | 62.1% | 72.8%-10.7pp | 76.9%-14.8pp | 69.5%-7.5pp |
| Annual return | 11.61% | 21.57%-10.0pp | 25.88%-14.3pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,880 | $2,987+29.9% | $3,706+4.7% | $3,332+16.4% |
| Admin fee / account holder | $4,547 | $4,512+0.8% | $5,608-18.9% | $4,645-2.1% |