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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 | $59,440-37.4% | $78,004-52.3% | $82,637-54.9% |
| Participation rate | 56.3% | 62.8%-6.6pp | 69.4%-13.2pp | 68.1%-11.8pp |
| Annual return | 8.28% | 40.24%-32.0pp | 31.07%-22.8pp | 53.51%-45.2pp |
| Employer contribution / active EE | $2,298 | $1,750+31.3% | $2,469-6.9% | $2,552-10.0% |
| Participant deferral / active EE | $5,509 | $3,138+75.5% | $4,092+34.6% | $4,126+33.5% |
| Admin fee / account holder | $28,921 | $5,504+425.4% | $7,578+281.6% | $7,339+294.1% |