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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 | $37,753 | $57,061-33.8% | $85,063-55.6% | $80,911-53.3% |
| Participation rate | 61.7% | 56.3%+5.3pp | 67.5%-5.8pp | 67.6%-6.0pp |
| Annual return | 10.31% | 21.66%-11.4pp | 66.54%-56.2pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,899 | $1,799+5.5% | $2,727-30.4% | $2,756-31.1% |
| Participant deferral / active EE | $3,577 | $3,110+15.0% | $4,523-20.9% | $4,297-16.8% |
| Admin fee / account holder | $1,600 | $4,986-67.9% | $6,155-74.0% | $6,935-76.9% |