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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 | $52,100 | $86,949-40.1% | $102,460-49.2% | $80,959-35.6% |
| Participation rate | 69.2% | 72.4%-3.2pp | 76.5%-7.3pp | 67.7%+1.6pp |
| Annual return | 8.40% | 18.89%-10.5pp | 29.47%-21.1pp | 35.67%-27.3pp |
| Employer contribution / active EE | $1,206 | $2,370-49.1% | $3,025-60.1% | $2,757-56.3% |
| Participant deferral / active EE | $1,955 | $4,121-52.6% | $5,056-61.3% | $4,300-54.5% |
| Admin fee / account holder | $966 | $8,048-88.0% | $9,460-89.8% | $6,925-86.1% |