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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 | $38,729 | $80,781-52.1% | $102,437-62.2% | $74,478-48.0% |
| Participation rate | 50.4% | 65.7%-15.3pp | 74.5%-24.1pp | 67.2%-16.9pp |
| Annual return | 9.43% | 27.58%-18.1pp | 24.95%-15.5pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $2,860 | $3,160-9.5% | $3,871-26.1% | $2,626+8.9% |
| Participant deferral / active EE | $4,458 | $3,862+15.4% | $5,060-11.9% | $4,350+2.5% |
| Admin fee / account holder | $2,450 | $2,372+3.3% | $8,388-70.8% | $1,946+25.9% |