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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 | $66,165 | $86,949-23.9% | $102,460-35.4% | $80,959-18.3% |
| Participation rate | 64.6% | 72.4%-7.8pp | 76.5%-11.9pp | 67.7%-3.1pp |
| Annual return | 10.25% | 18.89%-8.6pp | 29.47%-19.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $2,144 | $2,370-9.5% | $3,025-29.1% | $2,757-22.2% |
| Participant deferral / active EE | $3,699 | $4,121-10.2% | $5,056-26.8% | $4,300-14.0% |
| Admin fee / account holder | $4,975 | $8,048-38.2% | $9,460-47.4% | $6,925-28.2% |