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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 | $41,719 | $81,476-48.8% | $102,383-59.3% | $80,925-48.4% |
| Participation rate | 51.6% | 66.8%-15.2pp | 74.5%-22.9pp | 67.7%-16.0pp |
| Annual return | 8.25% | 25.59%-17.3pp | 24.94%-16.7pp | 35.65%-27.4pp |
| Employer contribution / active EE | $1,481 | $3,105-52.3% | $3,870-61.7% | $2,756-46.2% |
| Participant deferral / active EE | $2,403 | $3,871-37.9% | $5,060-52.5% | $4,299-44.1% |
| Admin fee / account holder | $1,591 | $6,717-76.3% | $8,391-81.0% | $6,940-77.1% |