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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 | $51,359 | $63,809-19.5% | $81,353-36.9% | $80,935-36.5% |
| Participation rate | 50.0% | 63.9%-13.9pp | 69.5%-19.5pp | 67.7%-17.7pp |
| Annual return | 10.09% | 16.37%-6.3pp | 24.82%-14.7pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,348 | $1,981-32.0% | $2,464-45.3% | $2,757-51.1% |
| Participant deferral / active EE | $2,691 | $3,093-13.0% | $3,885-30.7% | $4,299-37.4% |
| Admin fee / account holder | $1,338 | $5,686-76.5% | $5,766-76.8% | $6,924-80.7% |