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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 | $57,604 | $73,978-22.1% | $96,515-40.3% | $75,173-23.4% |
| Participation rate | 55.4% | 66.4%-11.0pp | 74.3%-19.0pp | 67.2%-11.8pp |
| Annual return | 11.51% | 26.72%-15.2pp | 35.73%-24.2pp | 160.72%-149.2pp |
| Employer contribution / active EE | $3,589 | $2,931+22.5% | $3,740-4.0% | $2,671+34.4% |
| Participant deferral / active EE | $5,991 | $3,660+63.7% | $4,880+22.8% | $4,126+45.2% |
| Admin fee / account holder | $342 | $5,219-93.5% | $6,735-94.9% | $5,651-94.0% |