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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 | $34,356 | $48,327-28.9% | $67,575-49.2% | $80,935-57.6% |
| Participation rate | 56.4% | 66.4%-10.0pp | 72.9%-16.5pp | 67.7%-11.3pp |
| Annual return | 11.21% | 18.31%-7.1pp | 3528.98%-3517.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $2,677 | $2,022+32.4% | $2,736-2.1% | $2,757-2.9% |
| Participant deferral / active EE | $4,335 | $2,927+48.1% | $4,003+8.3% | $4,299+0.8% |
| Admin fee / account holder | $3,820 | $3,692+3.5% | $3,993-4.3% | $6,924-44.8% |