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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 | $75,843 | $57,061+32.9% | $85,063-10.8% | $80,911-6.3% |
| Participation rate | 43.1% | 56.3%-13.3pp | 67.5%-24.4pp | 67.6%-24.6pp |
| Annual return | 9.89% | 21.66%-11.8pp | 66.54%-56.7pp | 35.63%-25.7pp |
| Employer contribution / active EE | $1,202 | $1,799-33.2% | $2,727-55.9% | $2,756-56.4% |
| Participant deferral / active EE | $2,404 | $3,110-22.7% | $4,523-46.8% | $4,297-44.1% |
| Admin fee / account holder | $5,348 | $4,986+7.3% | $6,155-13.1% | $6,935-22.9% |