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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 | $36,105 | $55,713-35.2% | $75,901-52.4% | $72,975-50.5% |
| Participation rate | 51.9% | 61.1%-9.3pp | 69.3%-17.4pp | 69.5%-17.6pp |
| Annual return | 9.60% | 27.60%-18.0pp | 30.76%-21.2pp | 81.01%-71.4pp |
| Employer contribution / active EE | $2,380 | $1,687+41.1% | $2,501-4.8% | $2,440-2.5% |
| Participant deferral / active EE | $3,700 | $2,634+40.5% | $3,603+2.7% | $3,608+2.5% |
| Admin fee / account holder | $716 | $3,980-82.0% | $5,420-86.8% | $5,124-86.0% |