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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 | $80,722 | $100,003-19.3% | $146,685-45.0% | $85,856-6.0% |
| Participation rate | 54.3% | 73.1%-18.7pp | 80.1%-25.8pp | 69.3%-15.0pp |
| Annual return | 7.37% | 18.93%-11.6pp | 22.75%-15.4pp | 318.58%-311.2pp |
| Employer contribution / active EE | $2,127 | $2,559-16.9% | $4,137-48.6% | $2,565-17.1% |
| Participant deferral / active EE | $2,835 | $4,006-29.2% | $5,507-48.5% | $3,952-28.3% |
| Admin fee / account holder | $4,622 | $7,704-40.0% | $10,281-55.0% | $6,261-26.2% |