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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 | $45,735 | $76,371-40.1% | $93,621-51.1% | $72,975-37.3% |
| Participation rate | 67.1% | 71.8%-4.7pp | 75.8%-8.7pp | 69.5%-2.4pp |
| Annual return | 10.68% | 25.82%-15.1pp | 32.76%-22.1pp | 81.01%-70.3pp |
| Employer contribution / active EE | $953 | $2,276-58.1% | $2,719-64.9% | $2,440-60.9% |
| Participant deferral / active EE | $1,493 | $3,538-57.8% | $4,070-63.3% | $3,608-58.6% |
| Admin fee / account holder | $7,228 | $6,839+5.7% | $7,890-8.4% | $5,124+41.1% |