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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 | $46,736 | $181,896-74.3% | $156,551-70.1% | $273,972-82.9% |
| Participation rate | 52.4% | 88.4%-36.0pp | 84.0%-31.6pp | 83.0%-30.6pp |
| Annual return | 1.28% | 30.74%-29.5pp | 32.23%-31.0pp | 41.46%-40.2pp |
| Employer contribution / active EE | $2,586 | $6,248-58.6% | $5,501-53.0% | $4,869-46.9% |
| Participant deferral / active EE | $2,407 | $5,550-56.6% | $4,871-50.6% | $5,287-54.5% |
| Admin fee / account holder | $1,432 | $15,560-90.8% | $13,028-89.0% | $10,133-85.9% |