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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 | $104,133 | $81,331+28.0% | $155,534-33.0% | $80,935+28.7% |
| Participation rate | 42.9% | 66.3%-23.4pp | 78.2%-35.4pp | 67.7%-24.8pp |
| Annual return | 6.52% | 33.37%-26.8pp | 64.92%-58.4pp | 35.66%-29.1pp |
| Employer contribution / active EE | $768 | $3,105-75.3% | $4,675-83.6% | $2,757-72.2% |
| Participant deferral / active EE | $3,246 | $3,454-6.0% | $5,630-42.4% | $4,299-24.5% |
| Admin fee / account holder | $2,666 | $7,999-66.7% | $15,900-83.2% | $6,924-61.5% |