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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 | $109,085 | $73,787+47.8% | $98,716+10.5% | $82,448+32.3% |
| Participation rate | 31.1% | 61.4%-30.3pp | 69.3%-38.1pp | 68.1%-36.9pp |
| Annual return | 9.00% | 18.57%-9.6pp | 31.81%-22.8pp | 41.64%-32.6pp |
| Employer contribution / active EE | $737 | $1,511-51.2% | $2,279-67.6% | $2,551-71.1% |
| Participant deferral / active EE | $2,591 | $3,081-15.9% | $4,048-36.0% | $4,139-37.4% |
| Admin fee / account holder | $15,431 | $6,500+137.4% | $8,703+77.3% | $7,234+113.3% |