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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 | $84,407 | $73,978+14.1% | $96,515-12.5% | $75,173+12.3% |
| Participation rate | 37.3% | 66.4%-29.2pp | 74.3%-37.1pp | 67.2%-29.9pp |
| Annual return | 11.70% | 26.72%-15.0pp | 35.73%-24.0pp | 160.72%-149.0pp |
| Employer contribution / active EE | $915 | $2,931-68.8% | $3,740-75.5% | $2,671-65.8% |
| Participant deferral / active EE | $2,596 | $3,660-29.1% | $4,880-46.8% | $4,126-37.1% |
| Admin fee / account holder | $2,667 | $5,219-48.9% | $6,735-60.4% | $5,651-52.8% |