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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 | $67,037 | $76,834-12.8% | $108,359-38.1% | $87,485-23.4% |
| Participation rate | 57.7% | 61.7%-4.0pp | 70.1%-12.4pp | 68.9%-11.2pp |
| Annual return | 11.61% | 19.09%-7.5pp | 36.89%-25.3pp | 26.06%-14.5pp |
| Employer contribution / active EE | $1,506 | $1,556-3.3% | $2,399-37.3% | $2,596-42.0% |
| Participant deferral / active EE | $3,208 | $3,100+3.5% | $4,137-22.4% | $4,274-24.9% |
| Admin fee / account holder | $3,680 | $6,537-43.7% | $9,741-62.2% | $7,775-52.7% |