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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 | $83,410 | $97,765-14.7% | $103,486-19.4% | $145,884-42.8% |
| Participation rate | 68.2% | 81.1%-13.0pp | 80.5%-12.4pp | 80.3%-12.1pp |
| Annual return | 9.20% | 25.44%-16.2pp | 23.93%-14.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,878 | $4,687-59.9% | $4,679-59.9% | $4,662-59.7% |
| Participant deferral / active EE | $3,670 | $6,606-44.5% | $6,628-44.6% | $6,690-45.1% |
| Admin fee / account holder | $3,649 | $12,505-70.8% | $9,354-61.0% | $13,392-72.8% |