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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 | $48,571 | $84,953-42.8% | $163,379-70.3% | $82,637-41.2% |
| Participation rate | 56.8% | 65.9%-9.2pp | 76.8%-20.1pp | 68.1%-11.3pp |
| Annual return | 12.54% | 23.07%-10.5pp | 63.41%-50.9pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,347 | $2,183-38.3% | $3,752-64.1% | $2,552-47.2% |
| Participant deferral / active EE | $3,429 | $4,326-20.7% | $6,282-45.4% | $4,126-16.9% |
| Admin fee / account holder | $7,249 | $7,921-8.5% | $9,818-26.2% | $7,339-1.2% |