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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 | $56,683 | $51,222+10.7% | $70,544-19.6% | $75,173-24.6% |
| Participation rate | 67.6% | 61.0%+6.7pp | 68.4%-0.7pp | 67.2%+0.4pp |
| Annual return | 13.00% | 30.06%-17.1pp | 32.79%-19.8pp | 160.72%-147.7pp |
| Employer contribution / active EE | $2,039 | $1,827+11.6% | $2,976-31.5% | $2,671-23.7% |
| Participant deferral / active EE | $3,674 | $2,850+28.9% | $4,568-19.6% | $4,126-11.0% |
| Admin fee / account holder | $2,086 | $4,096-49.1% | $6,427-67.5% | $5,651-63.1% |