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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 | $63,834 | $76,407-16.5% | $150,298-57.5% | $82,448-22.6% |
| Participation rate | 61.1% | 66.4%-5.3pp | 77.8%-16.6pp | 68.1%-7.0pp |
| Annual return | 7.13% | 39.99%-32.9pp | 62.79%-55.7pp | 41.64%-34.5pp |
| Employer contribution / active EE | $1,709 | $2,614-34.6% | $4,154-58.9% | $2,551-33.0% |
| Participant deferral / active EE | $2,088 | $3,214-35.0% | $5,453-61.7% | $4,139-49.6% |
| Admin fee / account holder | $2,070 | $6,352-67.4% | $14,116-85.3% | $7,234-71.4% |