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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 | $40,035 | $39,162+2.2% | $100,671-60.2% | $59,633-32.9% |
| Participation rate | 51.8% | 55.9%-4.1pp | 70.7%-18.9pp | 68.7%-16.9pp |
| Annual return | -3.40% | 21.07%-24.5pp | 20.43%-23.8pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $1,360 | $1,151+18.2% | $4,012-66.1% | $2,203-38.2% |
| Participant deferral / active EE | $2,999 | $1,992+50.5% | $3,144-4.6% | $3,192-6.0% |
| Admin fee / account holder | $591 | $2,969-80.1% | $4,850-87.8% | $4,297-86.3% |