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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 | $74,322 | $59,440+25.0% | $78,004-4.7% | $82,637-10.1% |
| Participation rate | 56.9% | 62.8%-6.0pp | 69.4%-12.6pp | 68.1%-11.2pp |
| Annual return | 11.94% | 40.24%-28.3pp | 31.07%-19.1pp | 53.51%-41.6pp |
| Employer contribution / active EE | $1,347 | $1,750-23.0% | $2,469-45.4% | $2,552-47.2% |
| Participant deferral / active EE | $2,185 | $3,138-30.4% | $4,092-46.6% | $4,126-47.0% |
| Admin fee / account holder | $1,394 | $5,504-74.7% | $7,578-81.6% | $7,339-81.0% |