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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 | $54,110 | $57,590-6.0% | $86,233-37.3% | $82,448-34.4% |
| Participation rate | 48.6% | 57.9%-9.3pp | 69.0%-20.4pp | 68.1%-19.5pp |
| Annual return | 10.12% | 22.41%-12.3pp | 61.39%-51.3pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,631 | $1,655-1.5% | $2,504-34.9% | $2,551-36.1% |
| Participant deferral / active EE | $2,349 | $3,080-23.7% | $4,559-48.5% | $4,139-43.3% |
| Admin fee / account holder | $2,121 | $4,730-55.2% | $8,342-74.6% | $7,234-70.7% |