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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 | $50,502 | $106,749-52.7% | $145,433-65.3% | $82,448-38.7% |
| Participation rate | 54.3% | 75.6%-21.3pp | 82.1%-27.8pp | 68.1%-13.7pp |
| Annual return | 14.15% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,004 | $3,444-41.8% | $4,554-56.0% | $2,551-21.4% |
| Participant deferral / active EE | $4,115 | $6,519-36.9% | $7,897-47.9% | $4,139-0.6% |
| Admin fee / account holder | $1,194 | $8,390-85.8% | $13,129-90.9% | $7,234-83.5% |