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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 | $63,904-5.0% | $89,340-32.0% | $67,986-10.7% |
| Participation rate | 50.7% | 54.3%-3.6pp | 69.6%-18.8pp | 57.2%-6.5pp |
| Annual return | 6.18% | 18.09%-11.9pp | 20.57%-14.4pp | 31.67%-25.5pp |
| Employer contribution / active EE | $1,296 | $1,627-20.4% | $2,231-41.9% | $2,019-35.8% |
| Participant deferral / active EE | $2,119 | $2,691-21.2% | $3,823-44.6% | $3,358-36.9% |
| Admin fee / account holder | $2,176 | $3,315-34.4% | $6,704-67.5% | $3,203-32.1% |