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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 | $51,642 | $65,246-20.8% | $98,716-47.7% | $67,986-24.0% |
| Participation rate | 30.8% | 51.4%-20.7pp | 69.3%-38.5pp | 57.2%-26.4pp |
| Annual return | 12.36% | 20.58%-8.2pp | 31.81%-19.4pp | 31.67%-19.3pp |
| Employer contribution / active EE | $509 | $1,042-51.1% | $2,279-77.6% | $2,019-74.8% |
| Participant deferral / active EE | $1,387 | $2,594-46.5% | $4,048-65.7% | $3,358-58.7% |
| Admin fee / account holder | $2,990 | $4,561-34.4% | $8,703-65.6% | $3,203-6.7% |