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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 | $38,349 | $81,233-52.8% | $155,567-75.3% | $80,874-52.6% |
| Participation rate | 64.7% | 66.2%-1.5pp | 78.2%-13.5pp | 67.6%-2.9pp |
| Annual return | 9.83% | 33.33%-23.5pp | 64.74%-54.9pp | 35.62%-25.8pp |
| Employer contribution / active EE | $2,135 | $3,101-31.1% | $4,674-54.3% | $2,756-22.5% |
| Participant deferral / active EE | $1,605 | $3,452-53.5% | $5,628-71.5% | $4,297-62.6% |
| Admin fee / account holder | $4,886 | $7,998-38.9% | $15,916-69.3% | $6,935-29.5% |