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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 | $41,496 | $57,061-27.3% | $85,063-51.2% | $80,911-48.7% |
| Participation rate | 53.8% | 56.3%-2.5pp | 67.5%-13.7pp | 67.6%-13.8pp |
| Annual return | 8.67% | 21.66%-13.0pp | 66.54%-57.9pp | 35.63%-27.0pp |
| Employer contribution / active EE | $1,044 | $1,799-41.9% | $2,727-61.7% | $2,756-62.1% |
| Participant deferral / active EE | $3,340 | $3,110+7.4% | $4,523-26.2% | $4,297-22.3% |
| Admin fee / account holder | $1,438 | $4,986-71.2% | $6,155-76.6% | $6,935-79.3% |