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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 | $133,044 | $73,787+80.3% | $98,716+34.8% | $82,448+61.4% |
| Participation rate | 36.7% | 61.4%-24.7pp | 69.3%-32.6pp | 68.1%-31.4pp |
| Annual return | 8.21% | 18.57%-10.4pp | 31.81%-23.6pp | 41.64%-33.4pp |
| Employer contribution / active EE | $880 | $1,511-41.8% | $2,279-61.4% | $2,551-65.5% |
| Participant deferral / active EE | $3,232 | $3,081+4.9% | $4,048-20.2% | $4,139-21.9% |
| Admin fee / account holder | $5,098 | $6,500-21.6% | $8,703-41.4% | $7,234-29.5% |