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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 | $115,647 | $81,504+41.9% | $102,437+12.9% | $80,959+42.8% |
| Participation rate | 6.7% | 66.9%-60.2pp | 74.5%-67.8pp | 67.7%-61.0pp |
| Annual return | 6.69% | 25.60%-18.9pp | 24.95%-18.3pp | 35.67%-29.0pp |
| Employer contribution / active EE | $837 | $3,104-73.0% | $3,871-78.4% | $2,757-69.6% |
| Participant deferral / active EE | $1,711 | $3,871-55.8% | $5,060-66.2% | $4,300-60.2% |
| Admin fee / account holder | $2,314 | $6,719-65.6% | $8,388-72.4% | $6,925-66.6% |