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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 | $48,808 | $56,060-12.9% | $76,002-35.8% | $80,874-39.6% |
| Participation rate | 67.6% | 62.0%+5.6pp | 69.1%-1.4pp | 67.6%0pp |
| Annual return | 7.31% | 20.54%-13.2pp | 360.07%-352.8pp | 35.62%-28.3pp |
| Employer contribution / active EE | $1,106 | $1,873-41.0% | $2,688-58.9% | $2,756-59.9% |
| Participant deferral / active EE | $2,489 | $3,051-18.4% | $4,257-41.5% | $4,297-42.1% |
| Admin fee / account holder | $6,539 | $5,237+24.8% | $6,414+1.9% | $6,935-5.7% |