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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 | $36,837 | $84,236-56.3% | $170,435-78.4% | $70,126-47.5% |
| Participation rate | 59.6% | 70.8%-11.3pp | 83.6%-24.0pp | 69.5%-10.0pp |
| Annual return | 7.13% | 23.06%-15.9pp | 205.94%-198.8pp | 73.15%-66.0pp |
| Employer contribution / active EE | $2,294 | $3,387-32.3% | $5,432-57.8% | $2,343-2.1% |
| Participant deferral / active EE | $3,318 | $3,086+7.5% | $4,939-32.8% | $3,332-0.4% |
| Admin fee / account holder | $1,094 | $5,698-80.8% | $13,881-92.1% | $4,645-76.4% |