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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 | $63,818 | $90,674-29.6% | $96,707-34.0% | $82,448-22.6% |
| Participation rate | 67.6% | 75.9%-8.4pp | 80.4%-12.8pp | 68.1%-0.5pp |
| Annual return | 9.43% | 49.05%-39.6pp | 34.78%-25.4pp | 41.64%-32.2pp |
| Employer contribution / active EE | $1,378 | $3,975-65.3% | $4,191-67.1% | $2,551-46.0% |
| Participant deferral / active EE | $5,985 | $5,696+5.1% | $5,997-0.2% | $4,139+44.6% |
| Admin fee / account holder | $14,190 | $7,568+87.5% | $7,503+89.1% | $7,234+96.1% |