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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 | $37,595 | $93,063-59.6% | $153,476-75.5% | $80,911-53.5% |
| Participation rate | 59.3% | 69.0%-9.7pp | 77.1%-17.8pp | 67.6%-8.4pp |
| Annual return | 7.63% | 19.95%-12.3pp | 15.66%-8.0pp | 35.63%-28.0pp |
| Employer contribution / active EE | $2,566 | $3,507-26.8% | $5,038-49.1% | $2,756-6.9% |
| Participant deferral / active EE | $2,898 | $5,180-44.1% | $6,759-57.1% | $4,297-32.6% |
| Admin fee / account holder | $1,694 | $8,891-80.9% | $12,729-86.7% | $6,935-75.6% |