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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 | $37,823 | $54,541-30.7% | $78,778-52.0% | $70,126-46.1% |
| Participation rate | 55.8% | 60.8%-5.0pp | 69.2%-13.4pp | 69.5%-13.7pp |
| Annual return | 11.62% | 21.07%-9.5pp | 35.62%-24.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $1,055 | $1,089-3.1% | $1,986-46.9% | $2,343-55.0% |
| Participant deferral / active EE | $1,489 | $2,210-32.6% | $2,958-49.7% | $3,332-55.3% |
| Admin fee / account holder | $766 | $3,709-79.4% | $5,134-85.1% | $4,645-83.5% |