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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 | $100,973 | $123,793-18.4% | $177,840-43.2% | $79,852+26.5% |
| Participation rate | 63.0% | 84.7%-21.6pp | 87.7%-24.7pp | 69.6%-6.6pp |
| Annual return | 10.60% | 22.82%-12.2pp | 48.32%-37.7pp | 31.72%-21.1pp |
| Employer contribution / active EE | $2,395 | $4,095-41.5% | $5,919-59.5% | $2,471-3.1% |
| Participant deferral / active EE | $4,695 | $5,956-21.2% | $7,714-39.1% | $3,740+25.5% |
| Admin fee / account holder | $867 | $7,243-88.0% | $12,431-93.0% | $5,306-83.7% |