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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 | $100,538 | $72,269+39.1% | $101,271-0.7% | $79,852+25.9% |
| Participation rate | 37.2% | 68.5%-31.3pp | 75.8%-38.6pp | 69.6%-32.4pp |
| Annual return | 9.73% | 22.29%-12.6pp | 46.48%-36.8pp | 31.72%-22.0pp |
| Employer contribution / active EE | $680 | $2,692-74.7% | $3,660-81.4% | $2,471-72.5% |
| Participant deferral / active EE | $1,906 | $3,282-41.9% | $4,371-56.4% | $3,740-49.0% |
| Admin fee / account holder | $27,623 | $4,401+527.6% | $5,948+364.4% | $5,306+420.6% |