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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 | $32,240 | $102,938-68.7% | $94,105-65.7% | $138,895-76.8% |
| Participation rate | 37.5% | 74.6%-37.1pp | 71.9%-34.4pp | 79.9%-42.4pp |
| Annual return | 8.99% | 250.28%-241.3pp | 204.55%-195.6pp | 145.39%-136.4pp |
| Employer contribution / active EE | $2,522 | $2,732-7.7% | $2,504+0.7% | $4,194-39.9% |
| Participant deferral / active EE | $2,522 | $4,196-39.9% | $3,881-35.0% | $6,396-60.6% |
| Admin fee / account holder | $2,668 | $6,600-59.6% | $6,199-57.0% | $12,562-78.8% |