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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 | $35,737 | $49,255-27.4% | $70,494-49.3% | $79,856-55.2% |
| Participation rate | 62.3% | 69.2%-6.9pp | 75.1%-12.8pp | 69.6%-7.4pp |
| Annual return | 3.24% | 30.10%-26.9pp | 109.16%-105.9pp | 31.71%-28.5pp |
| Employer contribution / active EE | $3,679 | $2,100+75.2% | $2,738+34.4% | $2,471+48.9% |
| Participant deferral / active EE | $2,538 | $2,768-8.3% | $3,711-31.6% | $3,741-32.2% |
| Admin fee / account holder | $12,701 | $2,879+341.2% | $3,848+230.1% | $5,306+139.4% |