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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 | $73,062 | $78,015-6.3% | $178,505-59.1% | $80,959-9.8% |
| Participation rate | 63.0% | 65.7%-2.6pp | 77.1%-14.1pp | 67.7%-4.6pp |
| Annual return | 10.44% | 18.10%-7.7pp | 27.16%-16.7pp | 35.67%-25.2pp |
| Employer contribution / active EE | $3,183 | $2,281+39.5% | $3,955-19.5% | $2,757+15.5% |
| Participant deferral / active EE | $5,807 | $4,406+31.8% | $6,280-7.5% | $4,300+35.0% |
| Admin fee / account holder | $4,211 | $7,160-41.2% | $10,428-59.6% | $6,925-39.2% |