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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 | $49,896 | $60,442-17.4% | $96,754-48.4% | $87,485-43.0% |
| Participation rate | 55.3% | 58.7%-3.4pp | 70.3%-15.0pp | 68.9%-13.7pp |
| Annual return | 12.15% | 21.97%-9.8pp | 82.04%-69.9pp | 26.06%-13.9pp |
| Employer contribution / active EE | $890 | $1,691-47.3% | $2,679-66.8% | $2,596-65.7% |
| Participant deferral / active EE | $4,554 | $3,280+38.8% | $4,758-4.3% | $4,274+6.6% |
| Admin fee / account holder | $3,019 | $5,069-40.4% | $8,905-66.1% | $7,775-61.2% |