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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 | $36,694 | $25,014+46.7% | $69,632-47.3% | $80,959-54.7% |
| Participation rate | 43.4% | 64.2%-20.8pp | 66.4%-23.0pp | 67.7%-24.2pp |
| Annual return | 9.94% | 19.08%-9.1pp | 101.32%-91.4pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,050 | $991+5.9% | $1,708-38.6% | $2,757-61.9% |
| Participant deferral / active EE | $1,552 | $1,840-15.6% | $2,889-46.3% | $4,300-63.9% |
| Admin fee / account holder | $2,748 | $2,491+10.3% | $4,695-41.5% | $6,925-60.3% |