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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 | $76,436 | $81,331-6.0% | $155,534-50.9% | $80,935-5.6% |
| Participation rate | 57.1% | 66.3%-9.1pp | 78.2%-21.1pp | 67.7%-10.5pp |
| Annual return | 10.20% | 33.37%-23.2pp | 64.92%-54.7pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,570 | $3,105-49.4% | $4,675-66.4% | $2,757-43.0% |
| Participant deferral / active EE | $6,461 | $3,454+87.0% | $5,630+14.8% | $4,299+50.3% |
| Admin fee / account holder | $16,865 | $7,999+110.8% | $15,900+6.1% | $6,924+143.6% |