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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 | $75,541+38.2% | $152,093-31.4% | $82,637+26.3% |
| Participation rate | 33.3% | 66.5%-33.2pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 12.22% | 32.56%-20.3pp | 66.36%-54.1pp | 53.51%-41.3pp |
| Employer contribution / active EE | $739 | $2,622-71.8% | $4,175-82.3% | $2,552-71.0% |
| Participant deferral / active EE | $2,451 | $3,206-23.5% | $5,451-55.0% | $4,126-40.6% |
| Admin fee / account holder | $4,069 | $6,405-36.5% | $14,497-71.9% | $7,339-44.6% |