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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 | $41,628 | $110,337-62.3% | $102,383-59.3% | $145,877-71.5% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 8.11% | 24.83%-16.7pp | 24.94%-16.8pp | 551.28%-543.2pp |
| Employer contribution / active EE | $3,646 | $4,216-13.5% | $3,870-5.8% | $4,663-21.8% |
| Participant deferral / active EE | $6,355 | $5,621+13.1% | $5,060+25.6% | $6,691-5.0% |
| Admin fee / account holder | $4,384 | $9,750-55.0% | $8,391-47.8% | $13,402-67.3% |