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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 | $104,460 | $71,230+46.7% | $93,727+11.5% | $80,959+29.0% |
| Participation rate | 38.7% | 60.4%-21.7pp | 68.7%-30.0pp | 67.7%-29.0pp |
| Annual return | 8.98% | 11.26%-2.3pp | 133.83%-124.9pp | 35.67%-26.7pp |
| Employer contribution / active EE | $703 | $1,565-55.1% | $2,421-71.0% | $2,757-74.5% |
| Participant deferral / active EE | $2,295 | $4,037-43.2% | $4,417-48.0% | $4,300-46.6% |
| Admin fee / account holder | $14,466 | $6,961+107.8% | $8,292+74.5% | $6,925+108.9% |