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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 | $35,023 | $49,239-28.9% | $70,462-50.3% | $79,858-56.1% |
| Participation rate | 49.0% | 69.2%-20.2pp | 75.1%-26.1pp | 69.6%-20.7pp |
| Annual return | 4.44% | 30.08%-25.6pp | 109.08%-104.6pp | 31.72%-27.3pp |
| Employer contribution / active EE | $1,090 | $2,100-48.1% | $2,737-60.2% | $2,471-55.9% |
| Participant deferral / active EE | $986 | $2,769-64.4% | $3,710-73.4% | $3,740-73.6% |
| Admin fee / account holder | $2,619 | $2,876-8.9% | $3,845-31.9% | $5,306-50.6% |