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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 | $38,660 | $83,898-53.9% | $133,346-71.0% | $94,015-58.9% |
| Participation rate | 58.0% | 63.4%-5.4pp | 72.8%-14.9pp | 70.8%-12.9pp |
| Annual return | 7.19% | 16.00%-8.8pp | 36.85%-29.7pp | 17.84%-10.7pp |
| Employer contribution / active EE | $1,771 | $1,821-2.7% | $2,853-37.9% | $2,790-36.5% |
| Participant deferral / active EE | $2,974 | $3,245-8.3% | $4,332-31.4% | $4,249-30.0% |
| Admin fee / account holder | $1,796 | $7,809-77.0% | $14,264-87.4% | $8,951-79.9% |