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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 | $49,008 | $81,446-39.8% | $103,374-52.6% | $80,874-39.4% |
| Participation rate | 44.4% | 66.9%-22.4pp | 74.5%-30.1pp | 67.6%-23.2pp |
| Annual return | 9.74% | 25.57%-15.8pp | 24.89%-15.1pp | 35.62%-25.9pp |
| Employer contribution / active EE | $1,823 | $3,107-41.3% | $3,869-52.9% | $2,756-33.8% |
| Participant deferral / active EE | $2,241 | $3,870-42.1% | $5,058-55.7% | $4,297-47.8% |
| Admin fee / account holder | $1,175 | $6,715-82.5% | $8,394-86.0% | $6,935-83.1% |