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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 | $95,965 | $74,535+28.8% | $100,712-4.7% | $82,637+16.1% |
| Participation rate | 44.1% | 61.2%-17.1pp | 69.3%-25.2pp | 68.1%-23.9pp |
| Annual return | 11.60% | 18.92%-7.3pp | 33.27%-21.7pp | 53.51%-41.9pp |
| Employer contribution / active EE | $1,272 | $1,503-15.4% | $2,313-45.0% | $2,552-50.2% |
| Participant deferral / active EE | $4,557 | $3,074+48.3% | $4,085+11.6% | $4,126+10.4% |
| Admin fee / account holder | $883 | $6,576-86.6% | $9,256-90.5% | $7,339-88.0% |