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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 | $80,976 | $81,476-0.6% | $102,383-20.9% | $80,925+0.1% |
| Participation rate | 60.4% | 66.8%-6.5pp | 74.5%-14.1pp | 67.7%-7.3pp |
| Annual return | 10.38% | 25.59%-15.2pp | 24.94%-14.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,341 | $3,105-56.8% | $3,870-65.3% | $2,756-51.3% |
| Participant deferral / active EE | $3,216 | $3,871-16.9% | $5,060-36.4% | $4,299-25.2% |
| Admin fee / account holder | $8,660 | $6,717+28.9% | $8,391+3.2% | $6,940+24.8% |