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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 | $99,875-34.4% | $146,866-55.4% | $86,983-24.7% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.5%-18.0pp | 69.5%-5.0pp |
| Annual return | 11.97% | 28.10%-16.1pp | 102.85%-90.9pp | 25.83%-13.9pp |
| Employer contribution / active EE | $2,586 | $3,224-19.8% | $4,425-41.5% | $2,584+0.1% |
| Participant deferral / active EE | $5,341 | $6,322-15.5% | $7,759-31.2% | $4,194+27.4% |
| Admin fee / account holder | $6,446 | $7,838-17.8% | $13,620-52.7% | $7,856-17.9% |