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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 | $61,629 | $76,407-19.3% | $150,298-59.0% | $82,448-25.3% |
| Participation rate | 36.2% | 66.4%-30.2pp | 77.8%-41.6pp | 68.1%-31.9pp |
| Annual return | 11.78% | 39.99%-28.2pp | 62.79%-51.0pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,267 | $2,614-13.3% | $4,154-45.4% | $2,551-11.1% |
| Participant deferral / active EE | $1,959 | $3,214-39.1% | $5,453-64.1% | $4,139-52.7% |
| Admin fee / account holder | $6,203 | $6,352-2.3% | $14,116-56.1% | $7,234-14.3% |