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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 | $43,995 | $58,493-24.8% | $84,021-47.6% | $72,975-39.7% |
| Participation rate | 51.1% | 61.2%-10.1pp | 69.0%-17.9pp | 69.5%-18.4pp |
| Annual return | 15.54% | 28.93%-13.4pp | 71.32%-55.8pp | 81.01%-65.5pp |
| Employer contribution / active EE | $972 | $1,163-16.4% | $1,984-51.0% | $2,440-60.2% |
| Participant deferral / active EE | $1,607 | $2,394-32.9% | $3,239-50.4% | $3,608-55.5% |
| Admin fee / account holder | $1,270 | $4,569-72.2% | $6,102-79.2% | $5,124-75.2% |