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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 | $92,457 | $76,696+20.6% | $96,515-4.2% | $71,511+29.3% |
| Participation rate | 36.6% | 66.6%-29.9pp | 74.3%-37.7pp | 67.9%-31.3pp |
| Annual return | 14.03% | 48.32%-34.3pp | 35.73%-21.7pp | 28.86%-14.8pp |
| Employer contribution / active EE | $1,088 | $3,032-64.1% | $3,740-70.9% | $2,589-58.0% |
| Participant deferral / active EE | $2,450 | $3,770-35.0% | $4,880-49.8% | $4,291-42.9% |
| Admin fee / account holder | $1,051 | $2,030-48.2% | $6,735-84.4% | $1,588-33.8% |