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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 | $42,426 | $78,670-46.1% | $109,173-61.1% | $85,847-50.6% |
| Participation rate | 64.3% | 68.3%-4.0pp | 75.9%-11.6pp | 69.3%-5.0pp |
| Annual return | 10.57% | 25.09%-14.5pp | 25.75%-15.2pp | 318.61%-308.0pp |
| Employer contribution / active EE | $1,733 | $2,734-36.6% | $3,723-53.4% | $2,565-32.4% |
| Participant deferral / active EE | $3,133 | $3,467-9.7% | $4,654-32.7% | $3,952-20.7% |
| Admin fee / account holder | $5,118 | $5,469-6.4% | $6,755-24.2% | $6,261-18.3% |