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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 | $107,992 | $95,453+13.1% | $112,040-3.6% | $82,448+31.0% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 5.42% | 23.92%-18.5pp | 24.52%-19.1pp | 41.64%-36.2pp |
| Employer contribution / active EE | $904 | $2,318-61.0% | $2,954-69.4% | $2,551-64.6% |
| Participant deferral / active EE | $3,072 | $4,224-27.3% | $5,098-39.7% | $4,139-25.8% |
| Admin fee / account holder | $2,279 | $9,013-74.7% | $12,098-81.2% | $7,234-68.5% |