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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 | $107,610 | $64,010+68.1% | $108,359-0.7% | $64,340+67.3% |
| Participation rate | 35.0% | 49.4%-14.4pp | 70.1%-35.1pp | 55.2%-20.2pp |
| Annual return | 7.49% | 19.74%-12.2pp | 36.89%-29.4pp | 24.14%-16.7pp |
| Employer contribution / active EE | $298 | $1,029-71.0% | $2,399-87.6% | $1,862-84.0% |
| Participant deferral / active EE | $3,376 | $2,395+41.0% | $4,137-18.4% | $2,980+13.3% |
| Admin fee / account holder | $8,265 | $4,885+69.2% | $9,741-15.2% | $3,703+123.2% |