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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 | $115,116 | $81,262+41.7% | $155,602-26.0% | $80,911+42.3% |
| Participation rate | 30.6% | 66.2%-35.6pp | 78.2%-47.6pp | 67.6%-37.0pp |
| Annual return | 9.80% | 33.34%-23.5pp | 64.81%-55.0pp | 35.63%-25.8pp |
| Employer contribution / active EE | $774 | $3,102-75.0% | $4,675-83.4% | $2,756-71.9% |
| Participant deferral / active EE | $2,415 | $3,451-30.0% | $5,629-57.1% | $4,297-43.8% |
| Admin fee / account holder | $2,074 | $7,992-74.0% | $15,923-87.0% | $6,935-70.1% |