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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 | $54,514 | $83,485-34.7% | $125,192-56.5% | $72,975-25.3% |
| Participation rate | 57.7% | 73.3%-15.6pp | 79.8%-22.1pp | 69.5%-11.8pp |
| Annual return | 6.93% | 25.77%-18.8pp | 43.79%-36.9pp | 81.01%-74.1pp |
| Employer contribution / active EE | $2,399 | $2,346+2.3% | $3,866-38.0% | $2,440-1.7% |
| Participant deferral / active EE | $3,134 | $3,586-12.6% | $4,937-36.5% | $3,608-13.1% |
| Admin fee / account holder | $746 | $5,518-86.5% | $9,704-92.3% | $5,124-85.4% |