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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 | $61,088 | $73,978-17.4% | $96,515-36.7% | $75,173-18.7% |
| Participation rate | 60.5% | 66.4%-5.9pp | 74.3%-13.8pp | 67.2%-6.7pp |
| Annual return | 4.74% | 26.72%-22.0pp | 35.73%-31.0pp | 160.72%-156.0pp |
| Employer contribution / active EE | $2,454 | $2,931-16.3% | $3,740-34.4% | $2,671-8.1% |
| Participant deferral / active EE | $5,322 | $3,660+45.4% | $4,880+9.1% | $4,126+29.0% |
| Admin fee / account holder | $5,444 | $5,219+4.3% | $6,735-19.2% | $5,651-3.7% |