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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 | $98,913 | $71,215+38.9% | $93,696+5.6% | $80,935+22.2% |
| Participation rate | 44.8% | 60.4%-15.6pp | 68.7%-23.9pp | 67.7%-22.9pp |
| Annual return | 9.88% | 11.27%-1.4pp | 133.74%-123.9pp | 35.66%-25.8pp |
| Employer contribution / active EE | $868 | $1,565-44.6% | $2,422-64.2% | $2,757-68.5% |
| Participant deferral / active EE | $2,928 | $4,037-27.5% | $4,417-33.7% | $4,299-31.9% |
| Admin fee / account holder | $9,417 | $6,958+35.3% | $8,287+13.6% | $6,924+36.0% |