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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 | $51,142 | $90,486-43.5% | $78,676-35.0% | $273,972-81.3% |
| Participation rate | 55.0% | 76.5%-21.5pp | 73.6%-18.6pp | 83.0%-28.0pp |
| Annual return | 0.55% | 75.62%-75.1pp | 62.19%-61.6pp | 41.46%-40.9pp |
| Employer contribution / active EE | $664 | $3,175-79.1% | $2,850-76.7% | $4,869-86.4% |
| Participant deferral / active EE | $1,080 | $3,901-72.3% | $3,517-69.3% | $5,287-79.6% |
| Admin fee / account holder | $2,498 | $5,263-52.5% | $4,510-44.6% | $10,133-75.3% |