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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 | $70,341 | $93,617-24.9% | $135,982-48.3% | $75,177-6.4% |
| Participation rate | 62.5% | 75.2%-12.7pp | 81.9%-19.4pp | 67.2%-4.7pp |
| Annual return | 14.41% | 30.89%-16.5pp | 68.32%-53.9pp | 160.75%-146.3pp |
| Employer contribution / active EE | $2,509 | $3,538-29.1% | $4,859-48.4% | $2,671-6.1% |
| Participant deferral / active EE | $5,206 | $6,406-18.7% | $7,760-32.9% | $4,126+26.2% |
| Admin fee / account holder | $1,056 | $6,980-84.9% | $10,767-90.2% | $5,651-81.3% |