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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 | $52,730 | $54,541-3.3% | $78,778-33.1% | $70,126-24.8% |
| Participation rate | 36.4% | 60.8%-24.4pp | 69.2%-32.8pp | 69.5%-33.2pp |
| Annual return | 10.58% | 21.07%-10.5pp | 35.62%-25.0pp | 73.15%-62.6pp |
| Employer contribution / active EE | $238 | $1,089-78.2% | $1,986-88.0% | $2,343-89.8% |
| Participant deferral / active EE | $2,810 | $2,210+27.1% | $2,958-5.0% | $3,332-15.7% |
| Admin fee / account holder | $6,019 | $3,709+62.3% | $5,134+17.2% | $4,645+29.6% |