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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 | $104,741 | $36,948+183.5% | $73,658+42.2% | $87,485+19.7% |
| Participation rate | 15.4% | 46.8%-31.4pp | 57.0%-41.7pp | 68.9%-53.5pp |
| Annual return | 13.01% | 28.64%-15.6pp | 29.72%-16.7pp | 26.06%-13.1pp |
| Employer contribution / active EE | $743 | $670+10.9% | $1,032-28.1% | $2,596-71.4% |
| Participant deferral / active EE | $1,851 | $1,379+34.2% | $2,062-10.2% | $4,274-56.7% |
| Admin fee / account holder | $792 | $2,531-68.7% | $3,357-76.4% | $7,775-89.8% |