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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 | $36,043 | $86,050-58.1% | $189,758-81.0% | $94,015-61.7% |
| Participation rate | 68.9% | 68.9%0pp | 79.8%-10.9pp | 70.8%-1.9pp |
| Annual return | 9.38% | 17.77%-8.4pp | 52.62%-43.2pp | 17.84%-8.5pp |
| Employer contribution / active EE | $2,674 | $2,819-5.1% | $4,767-43.9% | $2,790-4.1% |
| Participant deferral / active EE | $2,716 | $3,349-18.9% | $5,856-53.6% | $4,249-36.1% |
| Admin fee / account holder | $4,355 | $6,627-34.3% | $20,388-78.6% | $8,951-51.4% |