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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 | $64,073 | $77,472-17.3% | $100,415-36.2% | $80,959-20.9% |
| Participation rate | 64.9% | 76.9%-12.1pp | 81.5%-16.6pp | 67.7%-2.8pp |
| Annual return | 9.56% | 37.26%-27.7pp | 49.47%-39.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $3,964 | $2,800+41.5% | $3,943+0.5% | $2,757+43.8% |
| Participant deferral / active EE | $7,536 | $6,818+10.5% | $8,091-6.9% | $4,300+75.3% |
| Admin fee / account holder | $927 | $5,885-84.2% | $7,906-88.3% | $6,925-86.6% |