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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 | $104,983 | $95,453+10.0% | $112,040-6.3% | $82,448+27.3% |
| Participation rate | 41.9% | 72.8%-30.8pp | 76.5%-34.6pp | 68.1%-26.1pp |
| Annual return | 7.71% | 23.92%-16.2pp | 24.52%-16.8pp | 41.64%-33.9pp |
| Employer contribution / active EE | $1,010 | $2,318-56.4% | $2,954-65.8% | $2,551-60.4% |
| Participant deferral / active EE | $3,492 | $4,224-17.3% | $5,098-31.5% | $4,139-15.6% |
| Admin fee / account holder | $1,361 | $9,013-84.9% | $12,098-88.8% | $7,234-81.2% |