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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 | $73,517 | $110,379-33.4% | $102,412-28.2% | $145,884-49.6% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 7.98% | 24.84%-16.9pp | 24.94%-17.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $2,912 | $4,216-30.9% | $3,870-24.8% | $4,662-37.5% |
| Participant deferral / active EE | $13,273 | $5,622+136.1% | $5,060+162.3% | $6,690+98.4% |
| Admin fee / account holder | $9,858 | $9,745+1.2% | $8,388+17.5% | $13,392-26.4% |