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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 | $65,485 | $106,749-38.7% | $145,433-55.0% | $82,448-20.6% |
| Participation rate | 64.5% | 75.6%-11.1pp | 82.1%-17.6pp | 68.1%-3.6pp |
| Annual return | 11.97% | 27.59%-15.6pp | 66.58%-54.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,586 | $3,444-24.9% | $4,554-43.2% | $2,551+1.4% |
| Participant deferral / active EE | $5,341 | $6,519-18.1% | $7,897-32.4% | $4,139+29.0% |
| Admin fee / account holder | $6,446 | $8,390-23.2% | $13,129-50.9% | $7,234-10.9% |