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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 | $75,247 | $124,425-39.5% | $112,040-32.8% | $137,256-45.2% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.5%-20.9pp | 80.0%-24.4pp |
| Annual return | 9.61% | 24.72%-15.1pp | 24.52%-14.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $957 | $3,411-72.0% | $2,954-67.6% | $4,156-77.0% |
| Participant deferral / active EE | $4,389 | $5,718-23.2% | $5,098-13.9% | $6,407-31.5% |
| Admin fee / account holder | $10,967 | $15,207-27.9% | $12,098-9.3% | $12,270-10.6% |