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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 | $36,084 | $77,814-53.6% | $158,223-77.2% | $86,983-58.5% |
| Participation rate | 62.0% | 68.4%-6.4pp | 79.2%-17.2pp | 69.5%-7.5pp |
| Annual return | 10.84% | 30.54%-19.7pp | 52.09%-41.2pp | 25.83%-15.0pp |
| Employer contribution / active EE | $1,994 | $2,592-23.1% | $4,109-51.5% | $2,584-22.8% |
| Participant deferral / active EE | $3,513 | $3,270+7.4% | $5,467-35.7% | $4,194-16.2% |
| Admin fee / account holder | $2,759 | $5,879-53.1% | $16,047-82.8% | $7,856-64.9% |