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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 | $47,229 | $96,289-51.0% | $213,469-77.9% | $87,485-46.0% |
| Participation rate | 55.1% | 69.6%-14.5pp | 77.1%-22.1pp | 68.9%-13.9pp |
| Annual return | 10.10% | 17.78%-7.7pp | 20.58%-10.5pp | 26.06%-16.0pp |
| Employer contribution / active EE | $2,535 | $3,035-16.5% | $4,994-49.2% | $2,596-2.4% |
| Participant deferral / active EE | $3,298 | $4,750-30.6% | $6,841-51.8% | $4,274-22.8% |
| Admin fee / account holder | $12,325 | $9,670+27.5% | $27,141-54.6% | $7,775+58.5% |