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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 | $49,117 | $74,535-34.1% | $100,712-51.2% | $82,637-40.6% |
| Participation rate | 60.9% | 61.2%-0.3pp | 69.3%-8.4pp | 68.1%-7.2pp |
| Annual return | 9.38% | 18.92%-9.5pp | 33.27%-23.9pp | 53.51%-44.1pp |
| Employer contribution / active EE | $2,350 | $1,503+56.4% | $2,313+1.6% | $2,552-7.9% |
| Participant deferral / active EE | $3,914 | $3,074+27.3% | $4,085-4.2% | $4,126-5.1% |
| Admin fee / account holder | $7,626 | $6,576+16.0% | $9,256-17.6% | $7,339+3.9% |