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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 | $52,128 | $81,457-36.0% | $103,378-49.6% | $80,911-35.6% |
| Participation rate | 62.5% | 66.8%-4.3pp | 74.5%-12.0pp | 67.6%-5.1pp |
| Annual return | 9.00% | 25.58%-16.6pp | 24.91%-15.9pp | 35.63%-26.6pp |
| Employer contribution / active EE | $2,526 | $3,107-18.7% | $3,870-34.7% | $2,756-8.3% |
| Participant deferral / active EE | $3,896 | $3,871+0.6% | $5,058-23.0% | $4,297-9.3% |
| Admin fee / account holder | $2,009 | $6,717-70.1% | $8,401-76.1% | $6,935-71.0% |