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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 | $81,549 | $56,287+44.9% | $80,977+0.7% | $62,881+29.7% |
| Participation rate | 48.3% | 68.9%-20.7pp | 75.8%-27.5pp | 69.3%-21.0pp |
| Annual return | 5.26% | 22.13%-16.9pp | 17.11%-11.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,895 | $1,943-2.4% | $3,715-49.0% | $2,281-16.9% |
| Participant deferral / active EE | $2,889 | $4,196-31.1% | $5,696-49.3% | $3,203-9.8% |
| Admin fee / account holder | $511 | $3,742-86.3% | $5,517-90.7% | $4,296-88.1% |