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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 | $60,624 | $72,269-16.1% | $101,271-40.1% | $79,852-24.1% |
| Participation rate | 47.7% | 68.5%-20.7pp | 75.8%-28.1pp | 69.6%-21.9pp |
| Annual return | 9.16% | 22.29%-13.1pp | 46.48%-37.3pp | 31.72%-22.6pp |
| Employer contribution / active EE | $2,033 | $2,692-24.5% | $3,660-44.4% | $2,471-17.7% |
| Participant deferral / active EE | $3,575 | $3,282+8.9% | $4,371-18.2% | $3,740-4.4% |
| Admin fee / account holder | $1,320 | $4,401-70.0% | $5,948-77.8% | $5,306-75.1% |