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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 | $51,005 | $155,555-67.2% | $146,866-65.3% | $155,188-67.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 6.57% | 115.41%-108.8pp | 102.85%-96.3pp | 148.84%-142.3pp |
| Employer contribution / active EE | $3,022 | $4,647-35.0% | $4,425-31.7% | $4,248-28.9% |
| Participant deferral / active EE | $10,370 | $8,044+28.9% | $7,759+33.6% | $6,531+58.8% |
| Admin fee / account holder | $396 | $14,755-97.3% | $13,620-97.1% | $14,480-97.3% |