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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 | $40,537 | $81,476-50.2% | $102,383-60.4% | $80,925-49.9% |
| Participation rate | 63.0% | 66.8%-3.9pp | 74.5%-11.5pp | 67.7%-4.7pp |
| Annual return | 7.53% | 25.59%-18.1pp | 24.94%-17.4pp | 35.65%-28.1pp |
| Employer contribution / active EE | $4,268 | $3,105+37.5% | $3,870+10.3% | $2,756+54.9% |
| Participant deferral / active EE | $3,142 | $3,871-18.8% | $5,060-37.9% | $4,299-26.9% |
| Admin fee / account holder | $1,907 | $6,717-71.6% | $8,391-77.3% | $6,940-72.5% |