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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 | $66,831 | $81,487-18.0% | $102,412-34.7% | $80,935-17.4% |
| Participation rate | 56.9% | 66.8%-10.0pp | 74.5%-17.6pp | 67.7%-10.8pp |
| Annual return | 9.14% | 25.60%-16.5pp | 24.94%-15.8pp | 35.66%-26.5pp |
| Employer contribution / active EE | $1,378 | $3,103-55.6% | $3,870-64.4% | $2,757-50.0% |
| Participant deferral / active EE | $2,436 | $3,871-37.1% | $5,060-51.9% | $4,299-43.4% |
| Admin fee / account holder | $3,439 | $6,717-48.8% | $8,388-59.0% | $6,924-50.3% |