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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 | $112,362 | $71,215+57.8% | $93,696+19.9% | $80,935+38.8% |
| Participation rate | 55.0% | 60.4%-5.4pp | 68.7%-13.7pp | 67.7%-12.7pp |
| Annual return | 7.20% | 11.27%-4.1pp | 133.74%-126.5pp | 35.66%-28.5pp |
| Employer contribution / active EE | $841 | $1,565-46.3% | $2,422-65.3% | $2,757-69.5% |
| Participant deferral / active EE | $1,909 | $4,037-52.7% | $4,417-56.8% | $4,299-55.6% |
| Admin fee / account holder | $3,158 | $6,958-54.6% | $8,287-61.9% | $6,924-54.4% |