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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 | $36,082 | $80,983-55.4% | $96,544-62.6% | $75,177-52.0% |
| Participation rate | 61.8% | 71.8%-10.0pp | 76.0%-14.2pp | 67.2%-5.4pp |
| Annual return | 11.81% | 27.05%-15.2pp | 25.88%-14.1pp | 160.75%-148.9pp |
| Employer contribution / active EE | $1,748 | $2,282-23.4% | $2,966-41.1% | $2,671-34.6% |
| Participant deferral / active EE | $4,063 | $3,929+3.4% | $4,851-16.2% | $4,126-1.5% |
| Admin fee / account holder | $1,731 | $6,717-74.2% | $8,254-79.0% | $5,651-69.4% |