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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 | $87,377 | $81,358+7.4% | $155,556-43.8% | $80,959+7.9% |
| Participation rate | 24.0% | 66.3%-42.3pp | 78.2%-54.2pp | 67.7%-43.7pp |
| Annual return | 10.31% | 33.39%-23.1pp | 64.84%-54.5pp | 35.67%-25.4pp |
| Employer contribution / active EE | $592 | $3,106-80.9% | $4,675-87.3% | $2,757-78.5% |
| Participant deferral / active EE | $3,328 | $3,455-3.7% | $5,631-40.9% | $4,300-22.6% |
| Admin fee / account holder | $3,154 | $7,994-60.5% | $15,885-80.1% | $6,925-54.5% |