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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 | $66,299 | $90,400-26.7% | $186,193-64.4% | $87,485-24.2% |
| Participation rate | 64.1% | 66.2%-2.1pp | 77.1%-13.0pp | 68.9%-4.8pp |
| Annual return | 10.88% | 22.15%-11.3pp | 78.03%-67.2pp | 26.06%-15.2pp |
| Employer contribution / active EE | $2,195 | $2,170+1.2% | $3,918-44.0% | $2,596-15.4% |
| Participant deferral / active EE | $3,438 | $4,330-20.6% | $6,513-47.2% | $4,274-19.6% |
| Admin fee / account holder | $3,687 | $8,673-57.5% | $11,058-66.7% | $7,775-52.6% |