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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 | $76,031 | $72,027+5.6% | $185,835-59.1% | $79,852-4.8% |
| Participation rate | 37.0% | 65.8%-28.7pp | 78.0%-41.0pp | 69.6%-32.6pp |
| Annual return | 9.41% | 23.13%-13.7pp | 35.96%-26.6pp | 31.72%-22.3pp |
| Employer contribution / active EE | $973 | $1,965-50.5% | $4,087-76.2% | $2,471-60.6% |
| Participant deferral / active EE | $2,065 | $3,780-45.4% | $5,633-63.4% | $3,740-44.8% |
| Admin fee / account holder | $7,297 | $4,513+61.7% | $9,502-23.2% | $5,306+37.5% |