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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 | $104,399 | $76,407+36.6% | $150,298-30.5% | $82,448+26.6% |
| Participation rate | 33.3% | 66.4%-33.1pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 12.22% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $739 | $2,614-71.7% | $4,154-82.2% | $2,551-71.0% |
| Participant deferral / active EE | $2,451 | $3,214-23.7% | $5,453-55.0% | $4,139-40.8% |
| Admin fee / account holder | $4,069 | $6,352-35.9% | $14,116-71.2% | $7,234-43.8% |