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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 | $92,041-48.7% | $299,830-84.2% | $94,015-49.8% |
| Participation rate | 55.1% | 71.4%-16.4pp | 78.5%-23.5pp | 70.8%-15.8pp |
| Annual return | 10.10% | 15.24%-5.1pp | 10.58%-0.5pp | 17.84%-7.7pp |
| Employer contribution / active EE | $2,535 | $2,506+1.2% | $5,842-56.6% | $2,790-9.1% |
| Participant deferral / active EE | $3,298 | $4,287-23.1% | $7,038-53.1% | $4,249-22.4% |
| Admin fee / account holder | $12,325 | $8,997+37.0% | $50,982-75.8% | $8,951+37.7% |