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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 | $56,027 | $51,708+8.4% | $106,619-47.5% | $62,881-10.9% |
| Participation rate | 55.8% | 66.9%-11.1pp | 78.0%-22.2pp | 69.3%-13.5pp |
| Annual return | 4.19% | 4.69%-0.5pp | 9.42%-5.2pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,284 | $1,764-27.2% | $3,947-67.5% | $2,281-43.7% |
| Participant deferral / active EE | $1,723 | $2,315-25.6% | $3,930-56.1% | $3,203-46.2% |
| Admin fee / account holder | $1,070 | $3,349-68.0% | $6,418-83.3% | $4,296-75.1% |