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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 | $50,486 | $72,269-30.1% | $101,271-50.1% | $79,852-36.8% |
| Participation rate | 68.0% | 68.5%-0.5pp | 75.8%-7.8pp | 69.6%-1.6pp |
| Annual return | 1.87% | 22.29%-20.4pp | 46.48%-44.6pp | 31.72%-29.9pp |
| Employer contribution / active EE | $2,471 | $2,692-8.2% | $3,660-32.5% | $2,4710% |
| Participant deferral / active EE | $4,602 | $3,282+40.2% | $4,371+5.3% | $3,740+23.0% |
| Admin fee / account holder | $423 | $4,401-90.4% | $5,948-92.9% | $5,306-92.0% |