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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 | $76,726 | $77,574-1.1% | $108,753-29.4% | $86,983-11.8% |
| Participation rate | 56.0% | 62.3%-6.3pp | 71.1%-15.1pp | 69.5%-13.5pp |
| Annual return | 8.40% | 18.42%-10.0pp | 37.47%-29.1pp | 25.83%-17.4pp |
| Employer contribution / active EE | $872 | $1,611-45.9% | $2,427-64.1% | $2,584-66.3% |
| Participant deferral / active EE | $2,478 | $3,128-20.8% | $4,115-39.8% | $4,194-40.9% |
| Admin fee / account holder | $7,912 | $6,529+21.2% | $10,320-23.3% | $7,856+0.7% |