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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 | $99,056 | $93,598+5.8% | $135,974-27.2% | $75,173+31.8% |
| Participation rate | 28.1% | 75.2%-47.1pp | 81.9%-53.8pp | 67.2%-39.1pp |
| Annual return | 14.60% | 30.89%-16.3pp | 68.30%-53.7pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,024 | $3,538-71.1% | $4,859-78.9% | $2,671-61.7% |
| Participant deferral / active EE | $2,774 | $6,405-56.7% | $7,760-64.3% | $4,126-32.8% |
| Admin fee / account holder | $7,556 | $6,978+8.3% | $10,767-29.8% | $5,651+33.7% |