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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 | $94,394 | $70,486+33.9% | $100,528-6.1% | $79,852+18.2% |
| Participation rate | 44.1% | 73.6%-29.5pp | 79.4%-35.3pp | 69.6%-25.5pp |
| Annual return | 10.29% | 21.90%-11.6pp | 30.90%-20.6pp | 31.72%-21.4pp |
| Employer contribution / active EE | $321 | $2,165-85.2% | $3,419-90.6% | $2,471-87.0% |
| Participant deferral / active EE | $3,213 | $5,182-38.0% | $6,271-48.8% | $3,740-14.1% |
| Admin fee / account holder | $14,395 | $4,480+221.3% | $8,084+78.1% | $5,306+171.3% |