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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 | $97,442 | $65,364+49.1% | $92,909+4.9% | $72,975+33.5% |
| Participation rate | 38.0% | 68.3%-30.3pp | 76.0%-38.0pp | 69.5%-31.5pp |
| Annual return | 6.60% | 42.11%-35.5pp | 109.44%-102.8pp | 81.01%-74.4pp |
| Employer contribution / active EE | $1,331 | $2,594-48.7% | $3,653-63.6% | $2,440-45.5% |
| Participant deferral / active EE | $1,616 | $3,128-48.3% | $4,238-61.9% | $3,608-55.2% |
| Admin fee / account holder | $1,163 | $4,251-72.6% | $5,795-79.9% | $5,124-77.3% |