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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 | $90,950 | $110,137-17.4% | $161,149-43.6% | $82,637+10.1% |
| Participation rate | 63.3% | 72.4%-9.1pp | 78.8%-15.6pp | 68.1%-4.8pp |
| Annual return | 9.66% | 20.69%-11.0pp | 21.16%-11.5pp | 53.51%-43.8pp |
| Employer contribution / active EE | $1,339 | $2,856-53.1% | $4,360-69.3% | $2,552-47.5% |
| Participant deferral / active EE | $3,368 | $4,575-26.4% | $6,153-45.3% | $4,126-18.4% |
| Admin fee / account holder | $4,545 | $9,467-52.0% | $15,194-70.1% | $7,339-38.1% |