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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 | $37,230 | $58,627-36.5% | $76,735-51.5% | $82,448-54.8% |
| Participation rate | 56.3% | 63.2%-7.0pp | 69.5%-13.2pp | 68.1%-11.8pp |
| Annual return | 8.28% | 39.10%-30.8pp | 29.77%-21.5pp | 41.64%-33.4pp |
| Employer contribution / active EE | $2,298 | $1,729+32.9% | $2,454-6.4% | $2,551-9.9% |
| Participant deferral / active EE | $5,509 | $3,134+75.8% | $4,088+34.8% | $4,139+33.1% |
| Admin fee / account holder | $28,921 | $5,323+443.4% | $7,189+302.3% | $7,234+299.8% |