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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 | $114,473 | $81,487+40.5% | $102,412+11.8% | $80,935+41.4% |
| Participation rate | 23.5% | 66.8%-43.3pp | 74.5%-51.0pp | 67.7%-44.1pp |
| Annual return | 9.57% | 25.60%-16.0pp | 24.94%-15.4pp | 35.66%-26.1pp |
| Employer contribution / active EE | $926 | $3,103-70.2% | $3,870-76.1% | $2,757-66.4% |
| Participant deferral / active EE | $2,064 | $3,871-46.7% | $5,060-59.2% | $4,299-52.0% |
| Admin fee / account holder | $1,234 | $6,717-81.6% | $8,388-85.3% | $6,924-82.2% |