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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 | $102,245-47.8% | $89,340-40.2% | $137,256-61.1% |
| Participation rate | 57.1% | 74.9%-17.7pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 5.88% | 21.89%-16.0pp | 20.57%-14.7pp | 220.34%-214.5pp |
| Employer contribution / active EE | $886 | $2,529-65.0% | $2,231-60.3% | $4,156-78.7% |
| Participant deferral / active EE | $3,304 | $4,436-25.5% | $3,823-13.6% | $6,407-48.4% |
| Admin fee / account holder | $2,422 | $8,085-70.0% | $6,704-63.9% | $12,270-80.3% |