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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 | $50,587 | $72,273-30.0% | $101,275-50.1% | $79,856-36.7% |
| Participation rate | 55.2% | 68.5%-13.3pp | 75.8%-20.6pp | 69.6%-14.5pp |
| Annual return | 8.89% | 22.30%-13.4pp | 46.48%-37.6pp | 31.71%-22.8pp |
| Employer contribution / active EE | $762 | $2,691-71.7% | $3,660-79.2% | $2,471-69.2% |
| Participant deferral / active EE | $2,552 | $3,282-22.2% | $4,371-41.6% | $3,741-31.8% |
| Admin fee / account holder | $2,603 | $4,401-40.9% | $5,948-56.2% | $5,306-51.0% |