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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 | $59,874 | $87,733-31.8% | $106,555-43.8% | $85,847-30.3% |
| Participation rate | 60.0% | 71.9%-11.9pp | 76.1%-16.1pp | 69.3%-9.3pp |
| Annual return | 9.71% | 21.86%-12.1pp | 26.80%-17.1pp | 318.61%-308.9pp |
| Employer contribution / active EE | $2,129 | $2,073+2.7% | $2,819-24.5% | $2,565-17.0% |
| Participant deferral / active EE | $3,428 | $3,469-1.2% | $4,399-22.1% | $3,952-13.3% |
| Admin fee / account holder | $714 | $6,767-89.5% | $7,408-90.4% | $6,261-88.6% |