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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 | $54,591 | $51,166+6.7% | $70,544-22.6% | $71,511-23.7% |
| Participation rate | 34.1% | 59.4%-25.3pp | 68.4%-34.3pp | 67.9%-33.8pp |
| Annual return | 12.63% | 42.71%-30.1pp | 32.79%-20.2pp | 28.86%-16.2pp |
| Employer contribution / active EE | $712 | $1,793-60.3% | $2,976-76.1% | $2,589-72.5% |
| Participant deferral / active EE | $1,777 | $3,031-41.4% | $4,568-61.1% | $4,291-58.6% |
| Admin fee / account holder | $13,956 | $2,000+597.8% | $6,427+117.1% | $1,588+778.6% |