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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 | $58,168 | $63,845-8.9% | $81,370-28.5% | $80,959-28.2% |
| Participation rate | 63.0% | 63.9%-0.9pp | 69.5%-6.6pp | 67.7%-4.7pp |
| Annual return | 8.78% | 16.37%-7.6pp | 24.85%-16.1pp | 35.67%-26.9pp |
| Employer contribution / active EE | $1,031 | $1,980-47.9% | $2,464-58.1% | $2,757-62.6% |
| Participant deferral / active EE | $1,352 | $3,093-56.3% | $3,885-65.2% | $4,300-68.6% |
| Admin fee / account holder | $2,276 | $5,688-60.0% | $5,749-60.4% | $6,925-67.1% |