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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 | $63,790 | $81,487-21.7% | $102,412-37.7% | $80,935-21.2% |
| Participation rate | 63.3% | 66.8%-3.5pp | 74.5%-11.2pp | 67.7%-4.3pp |
| Annual return | 10.25% | 25.60%-15.3pp | 24.94%-14.7pp | 35.66%-25.4pp |
| Employer contribution / active EE | $2,162 | $3,103-30.3% | $3,870-44.1% | $2,757-21.6% |
| Participant deferral / active EE | $5,029 | $3,871+29.9% | $5,060-0.6% | $4,299+17.0% |
| Admin fee / account holder | $594 | $6,717-91.2% | $8,388-92.9% | $6,924-91.4% |