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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 | $67,735 | $81,358-16.7% | $155,556-56.5% | $80,959-16.3% |
| Participation rate | 17.9% | 66.3%-48.4pp | 78.2%-60.4pp | 67.7%-49.8pp |
| Annual return | 6.43% | 33.39%-27.0pp | 64.84%-58.4pp | 35.67%-29.2pp |
| Employer contribution / active EE | $2,060 | $3,106-33.7% | $4,675-55.9% | $2,757-25.3% |
| Participant deferral / active EE | $1,168 | $3,455-66.2% | $5,631-79.3% | $4,300-72.8% |
| Admin fee / account holder | $8,215 | $7,994+2.8% | $15,885-48.3% | $6,925+18.6% |