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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 | $47,888 | $60,349-20.6% | $74,184-35.4% | $62,881-23.8% |
| Participation rate | 69.0% | 72.7%-3.7pp | 76.6%-7.6pp | 69.3%-0.3pp |
| Annual return | 4.63% | 21.38%-16.7pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,602 | $1,680-4.7% | $2,370-32.4% | $2,281-29.8% |
| Participant deferral / active EE | $2,626 | $2,856-8.0% | $3,550-26.0% | $3,203-18.0% |
| Admin fee / account holder | $3,397 | $4,261-20.3% | $5,586-39.2% | $4,296-20.9% |