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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 | $37,642 | $93,617-59.8% | $135,982-72.3% | $75,177-49.9% |
| Participation rate | 62.9% | 75.2%-12.3pp | 81.9%-19.1pp | 67.2%-4.3pp |
| Annual return | 14.78% | 30.89%-16.1pp | 68.32%-53.5pp | 160.75%-146.0pp |
| Employer contribution / active EE | $3,835 | $3,538+8.4% | $4,859-21.1% | $2,671+43.6% |
| Participant deferral / active EE | $6,163 | $6,406-3.8% | $7,760-20.6% | $4,126+49.4% |
| Admin fee / account holder | $1,052 | $6,980-84.9% | $10,767-90.2% | $5,651-81.4% |