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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 | $62,771 | $49,255+27.4% | $70,494-11.0% | $79,856-21.4% |
| Participation rate | 67.2% | 69.2%-1.9pp | 75.1%-7.8pp | 69.6%-2.4pp |
| Annual return | 2.19% | 30.10%-27.9pp | 109.16%-107.0pp | 31.71%-29.5pp |
| Employer contribution / active EE | $1,422 | $2,100-32.3% | $2,738-48.1% | $2,471-42.5% |
| Participant deferral / active EE | $3,298 | $2,768+19.1% | $3,711-11.1% | $3,741-11.8% |
| Admin fee / account holder | $2,038 | $2,879-29.2% | $3,848-47.0% | $5,306-61.6% |