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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 | $89,826 | $67,606+32.9% | $82,313+9.1% | $70,124+28.1% |
| Participation rate | 55.1% | 72.8%-17.7pp | 76.9%-21.8pp | 69.5%-14.4pp |
| Annual return | 11.38% | 21.57%-10.2pp | 25.88%-14.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $738 | $1,755-57.9% | $2,428-69.6% | $2,342-68.5% |
| Participant deferral / active EE | $2,656 | $2,987-11.1% | $3,706-28.3% | $3,332-20.3% |
| Admin fee / account holder | $12,189 | $4,512+170.1% | $5,608+117.4% | $4,645+162.4% |