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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 | $92,209 | $110,137-16.3% | $161,149-42.8% | $82,637+11.6% |
| Participation rate | 56.7% | 72.4%-15.7pp | 78.8%-22.2pp | 68.1%-11.4pp |
| Annual return | 11.59% | 20.69%-9.1pp | 21.16%-9.6pp | 53.51%-41.9pp |
| Employer contribution / active EE | $1,484 | $2,856-48.0% | $4,360-66.0% | $2,552-41.8% |
| Participant deferral / active EE | $2,208 | $4,575-51.7% | $6,153-64.1% | $4,126-46.5% |
| Admin fee / account holder | $780 | $9,467-91.8% | $15,194-94.9% | $7,339-89.4% |