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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 | $58,962 | $65,367-9.8% | $92,915-36.5% | $72,976-19.2% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 6.33% | 42.11%-35.8pp | 109.45%-103.1pp | 81.02%-74.7pp |
| Employer contribution / active EE | $1,837 | $2,594-29.2% | $3,653-49.7% | $2,440-24.7% |
| Participant deferral / active EE | $3,496 | $3,128+11.7% | $4,238-17.5% | $3,608-3.1% |
| Admin fee / account holder | $1,011 | $4,251-76.2% | $5,796-82.6% | $5,124-80.3% |