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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 | $50,541 | $64,010-21.0% | $108,359-53.4% | $64,340-21.4% |
| Participation rate | 42.1% | 49.4%-7.3pp | 70.1%-28.0pp | 55.2%-13.1pp |
| Annual return | 9.69% | 19.74%-10.0pp | 36.89%-27.2pp | 24.14%-14.5pp |
| Employer contribution / active EE | $1,140 | $1,029+10.8% | $2,399-52.5% | $1,862-38.8% |
| Participant deferral / active EE | $1,848 | $2,395-22.9% | $4,137-55.3% | $2,980-38.0% |
| Admin fee / account holder | $4,969 | $4,885+1.7% | $9,741-49.0% | $3,703+34.2% |