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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 | $94,933 | $72,269+31.4% | $101,271-6.3% | $79,852+18.9% |
| Participation rate | 58.6% | 68.5%-9.8pp | 75.8%-17.2pp | 69.6%-11.0pp |
| Annual return | 10.01% | 22.29%-12.3pp | 46.48%-36.5pp | 31.72%-21.7pp |
| Employer contribution / active EE | $1,019 | $2,692-62.1% | $3,660-72.2% | $2,471-58.8% |
| Participant deferral / active EE | $6,757 | $3,282+105.9% | $4,371+54.6% | $3,740+80.6% |
| Admin fee / account holder | $615 | $4,401-86.0% | $5,948-89.7% | $5,306-88.4% |