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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 | $57,427 | $81,504-29.5% | $102,437-43.9% | $80,959-29.1% |
| Participation rate | 49.1% | 66.9%-17.7pp | 74.5%-25.4pp | 67.7%-18.5pp |
| Annual return | 7.36% | 25.60%-18.2pp | 24.95%-17.6pp | 35.67%-28.3pp |
| Employer contribution / active EE | $1,319 | $3,104-57.5% | $3,871-65.9% | $2,757-52.2% |
| Participant deferral / active EE | $2,819 | $3,871-27.2% | $5,060-44.3% | $4,300-34.5% |
| Admin fee / account holder | $55,872 | $6,719+731.5% | $8,388+566.1% | $6,925+706.8% |