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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 | $53,417 | $103,164-48.2% | $90,259-40.8% | $154,746-65.5% |
| Participation rate | 57.1% | 76.1%-18.9pp | 70.7%-13.6pp | 80.7%-23.6pp |
| Annual return | 5.88% | 19.25%-13.4pp | 18.88%-13.0pp | 172.34%-166.5pp |
| Employer contribution / active EE | $886 | $2,532-65.0% | $2,291-61.4% | $4,379-79.8% |
| Participant deferral / active EE | $3,304 | $4,422-25.3% | $3,827-13.6% | $6,730-50.9% |
| Admin fee / account holder | $2,422 | $8,593-71.8% | $7,267-66.7% | $14,365-83.1% |