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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 | $51,948 | $99,345-47.7% | $84,753-38.7% | $273,972-81.0% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 1.09% | 22.93%-21.8pp | 22.78%-21.7pp | 41.46%-40.4pp |
| Employer contribution / active EE | $1,604 | $4,214-61.9% | $3,574-55.1% | $4,869-67.1% |
| Participant deferral / active EE | $5,829 | $4,270+36.5% | $3,712+57.0% | $5,287+10.2% |
| Admin fee / account holder | $1,417 | $6,645-78.7% | $5,333-73.4% | $10,133-86.0% |