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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 | $41,732 | $48,314-13.6% | $67,561-38.2% | $80,925-48.4% |
| Participation rate | 54.7% | 66.4%-11.7pp | 72.9%-18.2pp | 67.7%-13.0pp |
| Annual return | 10.79% | 18.28%-7.5pp | 3525.44%-3514.7pp | 35.65%-24.9pp |
| Employer contribution / active EE | $2,215 | $2,022+9.5% | $2,735-19.0% | $2,756-19.7% |
| Participant deferral / active EE | $1,353 | $2,927-53.8% | $4,003-66.2% | $4,299-68.5% |
| Admin fee / account holder | $4,153 | $3,690+12.6% | $4,006+3.7% | $6,940-40.2% |