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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 | $40,767 | $69,273-41.1% | $90,796-55.1% | $82,637-50.7% |
| Participation rate | 54.1% | 64.0%-9.9pp | 69.5%-15.4pp | 68.1%-13.9pp |
| Annual return | 12.46% | 18.37%-5.9pp | 19.29%-6.8pp | 53.51%-41.1pp |
| Employer contribution / active EE | $1,764 | $1,865-5.4% | $2,294-23.1% | $2,552-30.9% |
| Participant deferral / active EE | $2,710 | $3,047-11.1% | $3,822-29.1% | $4,126-34.3% |
| Admin fee / account holder | $902 | $5,511-83.6% | $7,024-87.2% | $7,339-87.7% |