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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 | $59,709 | $57,590+3.7% | $86,233-30.8% | $82,448-27.6% |
| Participation rate | 49.0% | 57.9%-8.9pp | 69.0%-20.0pp | 68.1%-19.1pp |
| Annual return | 11.54% | 22.41%-10.9pp | 61.39%-49.8pp | 41.64%-30.1pp |
| Employer contribution / active EE | $542 | $1,655-67.3% | $2,504-78.4% | $2,551-78.8% |
| Participant deferral / active EE | $5,606 | $3,080+82.0% | $4,559+23.0% | $4,139+35.4% |
| Admin fee / account holder | $2,590 | $4,730-45.3% | $8,342-69.0% | $7,234-64.2% |