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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 | $34,530 | $25,014+38.0% | $69,632-50.4% | $80,959-57.3% |
| Participation rate | 60.9% | 64.2%-3.3pp | 66.4%-5.6pp | 67.7%-6.8pp |
| Annual return | 9.86% | 19.08%-9.2pp | 101.32%-91.5pp | 35.67%-25.8pp |
| Employer contribution / active EE | $2,106 | $991+112.4% | $1,708+23.3% | $2,757-23.6% |
| Participant deferral / active EE | $4,042 | $1,840+119.7% | $2,889+39.9% | $4,300-6.0% |
| Admin fee / account holder | $1,642 | $2,491-34.1% | $4,695-65.0% | $6,925-76.3% |