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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 | $98,858 | $72,273+36.8% | $101,275-2.4% | $79,856+23.8% |
| Participation rate | 42.4% | 68.5%-26.0pp | 75.8%-33.4pp | 69.6%-27.2pp |
| Annual return | 8.31% | 22.30%-14.0pp | 46.48%-38.2pp | 31.71%-23.4pp |
| Employer contribution / active EE | $962 | $2,691-64.3% | $3,660-73.7% | $2,471-61.1% |
| Participant deferral / active EE | $1,839 | $3,282-44.0% | $4,371-57.9% | $3,741-50.8% |
| Admin fee / account holder | $1,103 | $4,401-74.9% | $5,948-81.5% | $5,306-79.2% |