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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 | $51,987 | $57,073-8.9% | $85,126-38.9% | $80,925-35.8% |
| Participation rate | 46.7% | 56.4%-9.7pp | 67.5%-20.9pp | 67.7%-21.0pp |
| Annual return | 7.71% | 21.69%-14.0pp | 66.63%-58.9pp | 35.65%-27.9pp |
| Employer contribution / active EE | $1,309 | $1,801-27.3% | $2,731-52.1% | $2,756-52.5% |
| Participant deferral / active EE | $3,169 | $3,113+1.8% | $4,523-29.9% | $4,299-26.3% |
| Admin fee / account holder | $5,196 | $4,988+4.2% | $6,160-15.7% | $6,940-25.1% |