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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 | $40,688 | $89,259-54.4% | $107,187-62.0% | $82,637-50.8% |
| Participation rate | 62.9% | 67.9%-5.1pp | 75.0%-12.2pp | 68.1%-5.2pp |
| Annual return | 6.25% | 21.02%-14.8pp | 204.55%-198.3pp | 53.51%-47.3pp |
| Employer contribution / active EE | $2,725 | $3,080-11.5% | $3,782-28.0% | $2,552+6.8% |
| Participant deferral / active EE | $6,622 | $4,037+64.0% | $5,096+30.0% | $4,126+60.5% |
| Admin fee / account holder | $6,145 | $7,381-16.7% | $9,162-32.9% | $7,339-16.3% |