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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 | $56,677 | $71,215-20.4% | $93,696-39.5% | $80,935-30.0% |
| Participation rate | 39.7% | 60.4%-20.7pp | 68.7%-29.0pp | 67.7%-28.0pp |
| Annual return | 9.77% | 11.27%-1.5pp | 133.74%-124.0pp | 35.66%-25.9pp |
| Employer contribution / active EE | $1,892 | $1,565+20.9% | $2,422-21.9% | $2,757-31.4% |
| Participant deferral / active EE | $4,073 | $4,037+0.9% | $4,417-7.8% | $4,299-5.3% |
| Admin fee / account holder | $11,467 | $6,958+64.8% | $8,287+38.4% | $6,924+65.6% |