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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 | $55,930-33.3% | $76,089-50.9% | $80,925-53.9% |
| Participation rate | 42.9% | 62.1%-19.2pp | 69.1%-26.2pp | 67.7%-24.8pp |
| Annual return | 8.82% | 20.58%-11.8pp | 360.94%-352.1pp | 35.65%-26.8pp |
| Employer contribution / active EE | $873 | $1,866-53.2% | $2,690-67.5% | $2,756-68.3% |
| Participant deferral / active EE | $5,141 | $3,051+68.5% | $4,259+20.7% | $4,299+19.6% |
| Admin fee / account holder | $6,306 | $5,241+20.3% | $6,418-1.7% | $6,940-9.1% |