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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 | $52,303 | $77,814-32.8% | $158,223-66.9% | $86,983-39.9% |
| Participation rate | 48.0% | 68.4%-20.4pp | 79.2%-31.2pp | 69.5%-21.5pp |
| Annual return | 10.12% | 30.54%-20.4pp | 52.09%-42.0pp | 25.83%-15.7pp |
| Employer contribution / active EE | $515 | $2,592-80.1% | $4,109-87.5% | $2,584-80.1% |
| Participant deferral / active EE | $1,460 | $3,270-55.3% | $5,467-73.3% | $4,194-65.2% |
| Admin fee / account holder | $3,665 | $5,879-37.7% | $16,047-77.2% | $7,856-53.3% |