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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 | $60,209 | $83,485-27.9% | $125,180-51.9% | $72,983-17.5% |
| Participation rate | 66.0% | 73.3%-7.3pp | 79.8%-13.8pp | 69.5%-3.5pp |
| Annual return | 5.04% | 25.78%-20.7pp | 43.79%-38.8pp | 81.01%-76.0pp |
| Employer contribution / active EE | $2,182 | $2,346-7.0% | $3,866-43.6% | $2,440-10.6% |
| Participant deferral / active EE | $3,685 | $3,586+2.8% | $4,937-25.4% | $3,608+2.2% |
| Admin fee / account holder | $7,799 | $5,518+41.3% | $9,703-19.6% | $5,124+52.2% |