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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 | $66,221 | $101,795-34.9% | $165,100-59.9% | $80,959-18.2% |
| Participation rate | 55.8% | 71.8%-16.1pp | 78.6%-22.9pp | 67.7%-11.9pp |
| Annual return | 9.64% | 16.73%-7.1pp | 70.21%-60.6pp | 35.67%-26.0pp |
| Employer contribution / active EE | $2,210 | $2,954-25.2% | $4,348-49.2% | $2,757-19.9% |
| Participant deferral / active EE | $4,849 | $4,476+8.3% | $6,035-19.7% | $4,300+12.8% |
| Admin fee / account holder | $12,946 | $8,221+57.5% | $12,696+2.0% | $6,925+86.9% |