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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 | $47,600 | $75,541-37.0% | $152,093-68.7% | $82,637-42.4% |
| Participation rate | 65.9% | 66.5%-0.6pp | 77.8%-11.9pp | 68.1%-2.1pp |
| Annual return | 7.93% | 32.56%-24.6pp | 66.36%-58.4pp | 53.51%-45.6pp |
| Employer contribution / active EE | $3,756 | $2,622+43.2% | $4,175-10.0% | $2,552+47.2% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,783 | $6,405+5.9% | $14,497-53.2% | $7,339-7.6% |