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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 | $63,681 | $95,404-33.3% | $113,397-43.8% | $82,637-22.9% |
| Participation rate | 48.2% | 72.8%-24.6pp | 76.5%-28.3pp | 68.1%-19.8pp |
| Annual return | 12.08% | 19.08%-7.0pp | 23.20%-11.1pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,503 | $2,307-34.8% | $2,977-49.5% | $2,552-41.1% |
| Participant deferral / active EE | $3,311 | $4,220-21.5% | $5,076-34.8% | $4,126-19.8% |
| Admin fee / account holder | $3,425 | $9,168-62.6% | $11,957-71.4% | $7,339-53.3% |