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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 | $33,914 | $117,904-71.2% | $102,457-66.9% | $145,978-76.8% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 5.21% | 31.80%-26.6pp | 29.41%-24.2pp | 550.52%-545.3pp |
| Employer contribution / active EE | $2,002 | $3,613-44.6% | $3,022-33.8% | $4,662-57.1% |
| Participant deferral / active EE | $4,527 | $5,733-21.0% | $5,054-10.4% | $6,690-32.3% |
| Admin fee / account holder | $4,273 | $13,329-67.9% | $9,451-54.8% | $13,400-68.1% |