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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 | $50,166 | $56,054-10.5% | $171,082-70.7% | $62,881-20.2% |
| Participation rate | 62.9% | 62.9%0pp | 76.7%-13.8pp | 69.3%-6.4pp |
| Annual return | 4.67% | 22.52%-17.8pp | 32.56%-27.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,894 | $1,731+9.4% | $4,002-52.7% | $2,281-17.0% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,773 | $3,647-51.4% | $8,520-79.2% | $4,296-58.7% |