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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 | $65,162 | $72,486-10.1% | $87,103-25.2% | $72,976-10.7% |
| Participation rate | 59.2% | 72.8%-13.7pp | 76.9%-17.7pp | 69.5%-10.3pp |
| Annual return | 13.38% | 24.46%-11.1pp | 28.19%-14.8pp | 81.02%-67.6pp |
| Employer contribution / active EE | $1,312 | $1,894-30.7% | $2,521-48.0% | $2,440-46.2% |
| Participant deferral / active EE | $3,022 | $3,270-7.6% | $4,049-25.3% | $3,608-16.2% |
| Admin fee / account holder | $9,623 | $5,055+90.4% | $7,491+28.5% | $5,124+87.8% |