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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 | $48,170 | $68,681-29.9% | $86,615-44.4% | $85,847-43.9% |
| Participation rate | 64.3% | 66.4%-2.1pp | 71.6%-7.4pp | 69.3%-5.0pp |
| Annual return | 9.47% | 20.12%-10.7pp | 63.51%-54.0pp | 318.61%-309.1pp |
| Employer contribution / active EE | $1,571 | $1,880-16.4% | $2,496-37.0% | $2,565-38.8% |
| Participant deferral / active EE | $2,591 | $2,919-11.3% | $3,699-30.0% | $3,952-34.4% |
| Admin fee / account holder | $3,518 | $5,974-41.1% | $5,830-39.6% | $6,261-43.8% |