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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 | $21,310 | $64,517-67.0% | $81,438-73.8% | $80,874-73.7% |
| Participation rate | 53.6% | 63.9%-10.3pp | 69.5%-15.9pp | 67.6%-14.0pp |
| Annual return | 5.00% | 16.35%-11.3pp | 24.74%-19.7pp | 35.62%-30.6pp |
| Employer contribution / active EE | $1,562 | $1,982-21.2% | $2,460-36.5% | $2,756-43.3% |
| Participant deferral / active EE | $2,836 | $3,096-8.4% | $3,883-27.0% | $4,297-34.0% |
| Admin fee / account holder | $2,871 | $5,677-49.4% | $5,764-50.2% | $6,935-58.6% |