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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 | $57,698 | $138,385-58.3% | $184,243-68.7% | $80,925-28.7% |
| Participation rate | 60.3% | 83.9%-23.6pp | 86.8%-26.5pp | 67.7%-7.4pp |
| Annual return | 10.96% | 20.02%-9.1pp | 28.82%-17.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $2,016 | $4,851-58.4% | $6,427-68.6% | $2,756-26.8% |
| Participant deferral / active EE | $3,212 | $7,075-54.6% | $9,132-64.8% | $4,299-25.3% |
| Admin fee / account holder | $4,138 | $10,489-60.5% | $13,914-70.3% | $6,940-40.4% |