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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 | $78,956 | $97,550-19.1% | $120,344-34.4% | $87,485-9.7% |
| Participation rate | 45.2% | 72.8%-27.7pp | 76.7%-31.5pp | 68.9%-23.8pp |
| Annual return | 7.28% | 18.41%-11.1pp | 20.30%-13.0pp | 26.06%-18.8pp |
| Employer contribution / active EE | $1,356 | $2,291-40.8% | $3,020-55.1% | $2,596-47.8% |
| Participant deferral / active EE | $3,371 | $4,230-20.3% | $5,135-34.3% | $4,274-21.1% |
| Admin fee / account holder | $567 | $9,543-94.1% | $12,742-95.6% | $7,775-92.7% |