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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 | $29,683 | $48,078-38.3% | $78,676-62.3% | $62,881-52.8% |
| Participation rate | 60.0% | 65.2%-5.2pp | 73.6%-13.6pp | 69.3%-9.3pp |
| Annual return | 0.66% | 31.36%-30.7pp | 62.19%-61.5pp | 20.14%-19.5pp |
| Employer contribution / active EE | $1,578 | $2,015-21.6% | $2,850-44.6% | $2,281-30.8% |
| Participant deferral / active EE | $3,811 | $2,587+47.3% | $3,517+8.4% | $3,203+19.0% |
| Admin fee / account holder | $5,690 | $3,206+77.5% | $4,510+26.2% | $4,296+32.5% |