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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 | $90,806 | $58,493+55.2% | $84,021+8.1% | $72,975+24.4% |
| Participation rate | 34.5% | 61.2%-26.7pp | 69.0%-34.5pp | 69.5%-34.9pp |
| Annual return | 15.77% | 28.93%-13.2pp | 71.32%-55.6pp | 81.01%-65.2pp |
| Employer contribution / active EE | $997 | $1,163-14.3% | $1,984-49.7% | $2,440-59.1% |
| Participant deferral / active EE | $2,478 | $2,394+3.5% | $3,239-23.5% | $3,608-31.3% |
| Admin fee / account holder | $13,651 | $4,569+198.8% | $6,102+123.7% | $5,124+166.4% |