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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 | $52,571 | $86,949-39.5% | $102,460-48.7% | $80,959-35.1% |
| Participation rate | 60.7% | 72.4%-11.7pp | 76.5%-15.8pp | 67.7%-7.0pp |
| Annual return | 9.10% | 18.89%-9.8pp | 29.47%-20.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $1,377 | $2,370-41.9% | $3,025-54.5% | $2,757-50.1% |
| Participant deferral / active EE | $1,951 | $4,121-52.7% | $5,056-61.4% | $4,300-54.6% |
| Admin fee / account holder | $534 | $8,048-93.4% | $9,460-94.4% | $6,925-92.3% |