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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 | $60,733 | $62,086-2.2% | $90,259-32.7% | $64,340-5.6% |
| Participation rate | 50.7% | 53.9%-3.1pp | 70.7%-20.0pp | 55.2%-4.5pp |
| Annual return | 6.18% | 16.73%-10.6pp | 18.88%-12.7pp | 24.14%-18.0pp |
| Employer contribution / active EE | $1,296 | $1,883-31.2% | $2,291-43.4% | $1,862-30.4% |
| Participant deferral / active EE | $2,119 | $2,557-17.1% | $3,827-44.6% | $2,980-28.9% |
| Admin fee / account holder | $2,176 | $3,317-34.4% | $7,267-70.1% | $3,703-41.2% |