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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 | $134,249 | $81,504+64.7% | $102,437+31.1% | $80,959+65.8% |
| Participation rate | 36.5% | 66.9%-30.3pp | 74.5%-38.0pp | 67.7%-31.1pp |
| Annual return | 9.15% | 25.60%-16.4pp | 24.95%-15.8pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,044 | $3,104-66.4% | $3,871-73.0% | $2,757-62.1% |
| Participant deferral / active EE | $2,569 | $3,871-33.6% | $5,060-49.2% | $4,300-40.3% |
| Admin fee / account holder | $2,984 | $6,719-55.6% | $8,388-64.4% | $6,925-56.9% |