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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 | $37,339 | $48,337-22.8% | $67,560-44.7% | $80,959-53.9% |
| Participation rate | 57.8% | 66.4%-8.7pp | 72.9%-15.2pp | 67.7%-9.9pp |
| Annual return | 11.25% | 18.26%-7.0pp | 3533.50%-3522.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $645 | $2,023-68.1% | $2,737-76.4% | $2,757-76.6% |
| Participant deferral / active EE | $2,286 | $2,928-21.9% | $4,004-42.9% | $4,300-46.9% |
| Admin fee / account holder | $4,026 | $3,695+8.9% | $3,994+0.8% | $6,925-41.9% |