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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 | $32,725 | $51,207-36.1% | $70,565-53.6% | $75,177-56.5% |
| Participation rate | 57.7% | 61.0%-3.3pp | 68.4%-10.7pp | 67.2%-9.5pp |
| Annual return | 13.49% | 30.05%-16.6pp | 32.79%-19.3pp | 160.75%-147.3pp |
| Employer contribution / active EE | $1,375 | $1,826-24.7% | $2,976-53.8% | $2,671-48.5% |
| Participant deferral / active EE | $2,288 | $2,850-19.7% | $4,568-49.9% | $4,126-44.6% |
| Admin fee / account holder | $321 | $4,097-92.2% | $6,430-95.0% | $5,651-94.3% |