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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 | $108,554 | $78,520+38.3% | $96,576+12.4% | $82,448+31.7% |
| Participation rate | 44.4% | 77.7%-33.3pp | 81.4%-37.0pp | 68.1%-23.6pp |
| Annual return | 14.19% | 41.30%-27.1pp | 38.47%-24.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,574 | $2,630-40.1% | $3,553-55.7% | $2,551-38.3% |
| Participant deferral / active EE | $3,732 | $6,754-44.8% | $7,956-53.1% | $4,139-9.8% |
| Admin fee / account holder | $4,671 | $13,455-65.3% | $11,381-59.0% | $7,234-35.4% |