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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 | $60,511 | $97,550-38.0% | $120,344-49.7% | $87,485-30.8% |
| Participation rate | 68.2% | 72.8%-4.6pp | 76.7%-8.5pp | 68.9%-0.7pp |
| Annual return | 7.52% | 18.41%-10.9pp | 20.30%-12.8pp | 26.06%-18.5pp |
| Employer contribution / active EE | $2,288 | $2,291-0.1% | $3,020-24.2% | $2,596-11.9% |
| Participant deferral / active EE | $4,770 | $4,230+12.8% | $5,135-7.1% | $4,274+11.6% |
| Admin fee / account holder | $8,674 | $9,543-9.1% | $12,742-31.9% | $7,775+11.6% |