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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 | $100,697 | $67,606+48.9% | $82,313+22.3% | $70,124+43.6% |
| Participation rate | 62.8% | 72.8%-10.0pp | 76.9%-14.1pp | 69.5%-6.8pp |
| Annual return | 10.34% | 21.57%-11.2pp | 25.88%-15.5pp | 73.14%-62.8pp |
| Employer contribution / active EE | $397 | $1,755-77.4% | $2,428-83.6% | $2,342-83.0% |
| Participant deferral / active EE | $2,362 | $2,987-20.9% | $3,706-36.3% | $3,332-29.1% |
| Admin fee / account holder | $758 | $4,512-83.2% | $5,608-86.5% | $4,645-83.7% |