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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 | $105,827 | $86,949+21.7% | $102,460+3.3% | $80,959+30.7% |
| Participation rate | 38.7% | 72.4%-33.7pp | 76.5%-37.8pp | 67.7%-29.0pp |
| Annual return | 9.71% | 18.89%-9.2pp | 29.47%-19.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $950 | $2,370-59.9% | $3,025-68.6% | $2,757-65.5% |
| Participant deferral / active EE | $2,198 | $4,121-46.7% | $5,056-56.5% | $4,300-48.9% |
| Admin fee / account holder | $2,641 | $8,048-67.2% | $9,460-72.1% | $6,925-61.9% |