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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 | $72,365 | $81,504-11.2% | $102,437-29.4% | $80,959-10.6% |
| Participation rate | 63.4% | 66.9%-3.4pp | 74.5%-11.1pp | 67.7%-4.3pp |
| Annual return | 10.32% | 25.60%-15.3pp | 24.95%-14.6pp | 35.67%-25.4pp |
| Employer contribution / active EE | $2,022 | $3,104-34.8% | $3,871-47.8% | $2,757-26.7% |
| Participant deferral / active EE | $3,852 | $3,871-0.5% | $5,060-23.9% | $4,300-10.4% |
| Admin fee / account holder | $2,470 | $6,719-63.2% | $8,388-70.6% | $6,925-64.3% |