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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 | $74,101 | $102,609-27.8% | $98,090-24.5% | $138,895-46.6% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 10.13% | 36.44%-26.3pp | 37.05%-26.9pp | 145.39%-135.3pp |
| Employer contribution / active EE | $2,921 | $3,867-24.5% | $3,606-19.0% | $4,194-30.4% |
| Participant deferral / active EE | $11,516 | $8,167+41.0% | $7,845+46.8% | $6,396+80.0% |
| Admin fee / account holder | $4,768 | $11,434-58.3% | $11,815-59.6% | $12,562-62.0% |