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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 | $57,819 | $73,940-21.8% | $96,496-40.1% | $75,173-23.1% |
| Participation rate | 50.9% | 66.4%-15.5pp | 74.3%-23.4pp | 67.2%-16.3pp |
| Annual return | 7.75% | 26.71%-19.0pp | 35.70%-27.9pp | 160.65%-152.9pp |
| Employer contribution / active EE | $955 | $2,929-67.4% | $3,738-74.4% | $2,670-64.2% |
| Participant deferral / active EE | $2,095 | $3,659-42.7% | $4,879-57.1% | $4,126-49.2% |
| Admin fee / account holder | $5,681 | $5,216+8.9% | $6,731-15.6% | $5,651+0.5% |