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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 | $82,694 | $106,864-22.6% | $147,318-43.9% | $82,637+0.1% |
| Participation rate | 56.0% | 75.5%-19.5pp | 82.1%-26.1pp | 68.1%-12.1pp |
| Annual return | 10.87% | 27.49%-16.6pp | 70.43%-59.6pp | 53.51%-42.6pp |
| Employer contribution / active EE | $2,386 | $3,417-30.2% | $4,593-48.0% | $2,552-6.5% |
| Participant deferral / active EE | $4,777 | $6,496-26.5% | $7,906-39.6% | $4,126+15.8% |
| Admin fee / account holder | $4,955 | $8,415-41.1% | $13,708-63.9% | $7,339-32.5% |