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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 | $108,882 | $181,896-40.1% | $156,551-30.4% | $273,972-60.3% |
| Participation rate | 65.0% | 88.4%-23.4pp | 84.0%-19.0pp | 83.0%-18.0pp |
| Annual return | 2.81% | 30.74%-27.9pp | 32.23%-29.4pp | 41.46%-38.6pp |
| Employer contribution / active EE | $2,257 | $6,248-63.9% | $5,501-59.0% | $4,869-53.6% |
| Participant deferral / active EE | $5,301 | $5,550-4.5% | $4,871+8.8% | $5,287+0.3% |
| Admin fee / account holder | $22,333 | $15,560+43.5% | $13,028+71.4% | $10,133+120.4% |