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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 | $76,407-21.8% | $150,298-60.3% | $82,448-27.6% |
| Participation rate | 64.5% | 66.4%-1.9pp | 77.8%-13.2pp | 68.1%-3.6pp |
| Annual return | 8.50% | 39.99%-31.5pp | 62.79%-54.3pp | 41.64%-33.1pp |
| Employer contribution / active EE | $7,383 | $2,614+182.4% | $4,154+77.7% | $2,551+189.4% |
| Participant deferral / active EE | $7,630 | $3,214+137.4% | $5,453+39.9% | $4,139+84.3% |
| Admin fee / account holder | $2,384 | $6,352-62.5% | $14,116-83.1% | $7,234-67.0% |