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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 | $37,471 | $71,230-47.4% | $93,727-60.0% | $80,959-53.7% |
| Participation rate | 53.6% | 60.4%-6.8pp | 68.7%-15.1pp | 67.7%-14.1pp |
| Annual return | 8.07% | 11.26%-3.2pp | 133.83%-125.8pp | 35.67%-27.6pp |
| Employer contribution / active EE | $2,124 | $1,565+35.7% | $2,421-12.3% | $2,757-23.0% |
| Participant deferral / active EE | $5,701 | $4,037+41.2% | $4,417+29.1% | $4,300+32.6% |
| Admin fee / account holder | $2,324 | $6,961-66.6% | $8,292-72.0% | $6,925-66.4% |