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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 | $58,502 | $80,985-27.8% | $96,576-39.4% | $75,181-22.2% |
| Participation rate | 53.8% | 71.8%-17.9pp | 76.0%-22.1pp | 67.2%-13.4pp |
| Annual return | 3.34% | 27.05%-23.7pp | 25.87%-22.5pp | 160.69%-157.3pp |
| Employer contribution / active EE | $884 | $2,282-61.3% | $2,965-70.2% | $2,671-66.9% |
| Participant deferral / active EE | $1,987 | $3,929-49.4% | $4,851-59.0% | $4,126-51.9% |
| Admin fee / account holder | $1,493 | $6,719-77.8% | $8,253-81.9% | $5,650-73.6% |