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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 | $109,341 | $81,487+34.2% | $102,412+6.8% | $80,935+35.1% |
| Participation rate | 40.7% | 66.8%-26.1pp | 74.5%-33.8pp | 67.7%-26.9pp |
| Annual return | 7.00% | 25.60%-18.6pp | 24.94%-17.9pp | 35.66%-28.7pp |
| Employer contribution / active EE | $1,782 | $3,103-42.6% | $3,870-54.0% | $2,757-35.4% |
| Participant deferral / active EE | $4,703 | $3,871+21.5% | $5,060-7.1% | $4,299+9.4% |
| Admin fee / account holder | $8,662 | $6,717+29.0% | $8,388+3.3% | $6,924+25.1% |