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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 | $119,064 | $57,590+106.7% | $86,233+38.1% | $82,448+44.4% |
| Participation rate | 42.9% | 57.9%-15.0pp | 69.0%-26.2pp | 68.1%-25.2pp |
| Annual return | 11.26% | 22.41%-11.2pp | 61.39%-50.1pp | 41.64%-30.4pp |
| Employer contribution / active EE | $584 | $1,655-64.7% | $2,504-76.7% | $2,551-77.1% |
| Participant deferral / active EE | $3,055 | $3,080-0.8% | $4,559-33.0% | $4,139-26.2% |
| Admin fee / account holder | $14,358 | $4,730+203.5% | $8,342+72.1% | $7,234+98.5% |