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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 | $134,357 | $95,453+40.8% | $112,040+19.9% | $82,448+63.0% |
| Participation rate | 46.7% | 72.8%-26.1pp | 76.5%-29.8pp | 68.1%-21.4pp |
| Annual return | 11.04% | 23.92%-12.9pp | 24.52%-13.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $703 | $2,318-69.7% | $2,954-76.2% | $2,551-72.4% |
| Participant deferral / active EE | $2,569 | $4,224-39.2% | $5,098-49.6% | $4,139-37.9% |
| Admin fee / account holder | $456 | $9,013-94.9% | $12,098-96.2% | $7,234-93.7% |