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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 | $38,247 | $81,487-53.1% | $102,412-62.7% | $80,935-52.7% |
| Participation rate | 63.3% | 66.8%-3.5pp | 74.5%-11.2pp | 67.7%-4.3pp |
| Annual return | 9.42% | 25.60%-16.2pp | 24.94%-15.5pp | 35.66%-26.2pp |
| Employer contribution / active EE | $2,552 | $3,103-17.8% | $3,870-34.1% | $2,757-7.4% |
| Participant deferral / active EE | $5,824 | $3,871+50.5% | $5,060+15.1% | $4,299+35.5% |
| Admin fee / account holder | $2,688 | $6,717-60.0% | $8,388-68.0% | $6,924-61.2% |