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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 | $30,441 | $184,014-83.5% | $161,149-81.1% | $138,895-78.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.8%-18.8pp | 79.9%-19.9pp |
| Annual return | 5.91% | 21.52%-15.6pp | 21.16%-15.2pp | 145.39%-139.5pp |
| Employer contribution / active EE | $2,969 | $5,055-41.3% | $4,360-31.9% | $4,194-29.2% |
| Participant deferral / active EE | $4,246 | $6,909-38.5% | $6,153-31.0% | $6,396-33.6% |
| Admin fee / account holder | $8,965 | $18,027-50.3% | $15,194-41.0% | $12,562-28.6% |