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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 | $36,078 | $76,407-52.8% | $150,298-76.0% | $82,448-56.2% |
| Participation rate | 62.7% | 66.4%-3.7pp | 77.8%-15.1pp | 68.1%-5.4pp |
| Annual return | 12.23% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,240 | $2,614-14.3% | $4,154-46.1% | $2,551-12.2% |
| Participant deferral / active EE | $3,020 | $3,214-6.1% | $5,453-44.6% | $4,139-27.0% |
| Admin fee / account holder | $3,154 | $6,352-50.3% | $14,116-77.7% | $7,234-56.4% |