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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 | $64,848 | $77,460-16.3% | $100,378-35.4% | $80,925-19.9% |
| Participation rate | 57.9% | 76.9%-19.1pp | 81.5%-23.6pp | 67.7%-9.8pp |
| Annual return | 6.62% | 37.24%-30.6pp | 49.41%-42.8pp | 35.65%-29.0pp |
| Employer contribution / active EE | $2,099 | $2,801-25.1% | $3,942-46.8% | $2,756-23.8% |
| Participant deferral / active EE | $3,439 | $6,818-49.6% | $8,087-57.5% | $4,299-20.0% |
| Admin fee / account holder | $811 | $5,887-86.2% | $7,899-89.7% | $6,940-88.3% |