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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 | $88,788 | $102,245-13.2% | $89,340-0.6% | $137,256-35.3% |
| Participation rate | 59.1% | 74.9%-15.8pp | 69.6%-10.5pp | 80.0%-20.9pp |
| Annual return | 5.29% | 21.89%-16.6pp | 20.57%-15.3pp | 220.34%-215.0pp |
| Employer contribution / active EE | $2,289 | $2,529-9.5% | $2,231+2.6% | $4,156-44.9% |
| Participant deferral / active EE | $5,174 | $4,436+16.6% | $3,823+35.3% | $6,407-19.2% |
| Admin fee / account holder | $3,091 | $8,085-61.8% | $6,704-53.9% | $12,270-74.8% |