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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 | $76,407-37.7% | $150,298-68.3% | $82,448-42.3% |
| Participation rate | 65.9% | 66.4%-0.5pp | 77.8%-11.9pp | 68.1%-2.2pp |
| Annual return | 7.93% | 39.99%-32.1pp | 62.79%-54.9pp | 41.64%-33.7pp |
| Employer contribution / active EE | $3,756 | $2,614+43.7% | $4,154-9.6% | $2,551+47.2% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,783 | $6,352+6.8% | $14,116-51.9% | $7,234-6.2% |