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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 | $37,330 | $55,902-33.2% | $76,030-50.9% | $80,959-53.9% |
| Participation rate | 42.9% | 62.1%-19.2pp | 69.1%-26.2pp | 67.7%-24.8pp |
| Annual return | 8.82% | 20.59%-11.8pp | 361.54%-352.7pp | 35.67%-26.8pp |
| Employer contribution / active EE | $873 | $1,867-53.2% | $2,688-67.5% | $2,757-68.3% |
| Participant deferral / active EE | $5,141 | $3,051+68.5% | $4,257+20.8% | $4,300+19.5% |
| Admin fee / account holder | $6,306 | $5,239+20.4% | $6,421-1.8% | $6,925-8.9% |