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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 | $59,715 | $86,050-30.6% | $189,758-68.5% | $94,015-36.5% |
| Participation rate | 64.5% | 68.9%-4.4pp | 79.8%-15.3pp | 70.8%-6.3pp |
| Annual return | 8.50% | 17.77%-9.3pp | 52.62%-44.1pp | 17.84%-9.3pp |
| Employer contribution / active EE | $7,383 | $2,819+161.9% | $4,767+54.9% | $2,790+164.6% |
| Participant deferral / active EE | $7,630 | $3,349+127.8% | $5,856+30.3% | $4,249+79.5% |
| Admin fee / account holder | $2,384 | $6,627-64.0% | $20,388-88.3% | $8,951-73.4% |