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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 | $48,252 | $60,349-20.0% | $74,184-35.0% | $62,881-23.3% |
| Participation rate | 61.1% | 72.7%-11.6pp | 76.6%-15.5pp | 69.3%-8.2pp |
| Annual return | 3.01% | 21.38%-18.4pp | 17.74%-14.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $621 | $1,680-63.0% | $2,370-73.8% | $2,281-72.8% |
| Participant deferral / active EE | $1,693 | $2,856-40.7% | $3,550-52.3% | $3,203-47.2% |
| Admin fee / account holder | $2,251 | $4,261-47.2% | $5,586-59.7% | $4,296-47.6% |