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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 | $80,254 | $76,564+4.8% | $105,582-24.0% | $94,015-14.6% |
| Participation rate | 35.9% | 65.2%-29.3pp | 71.8%-35.9pp | 70.8%-34.9pp |
| Annual return | 10.12% | 20.69%-10.6pp | 18.61%-8.5pp | 17.84%-7.7pp |
| Employer contribution / active EE | $935 | $1,995-53.1% | $2,984-68.7% | $2,790-66.5% |
| Participant deferral / active EE | $2,163 | $3,320-34.8% | $4,353-50.3% | $4,249-49.1% |
| Admin fee / account holder | $17,822 | $7,129+150.0% | $12,856+38.6% | $8,951+99.1% |