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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 | $47,314 | $47,848-1.1% | $81,473-41.9% | $70,124-32.5% |
| Participation rate | 50.8% | 58.3%-7.4pp | 68.0%-17.1pp | 69.5%-18.7pp |
| Annual return | 11.00% | 27.25%-16.2pp | 38.78%-27.8pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,058 | $1,527-30.7% | $2,568-58.8% | $2,342-54.8% |
| Participant deferral / active EE | $1,905 | $2,453-22.4% | $3,537-46.1% | $3,332-42.8% |
| Admin fee / account holder | $340 | $3,145-89.2% | $4,561-92.5% | $4,645-92.7% |