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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 | $44,759 | $73,978-39.5% | $96,515-53.6% | $75,173-40.5% |
| Participation rate | 44.8% | 66.4%-21.6pp | 74.3%-29.5pp | 67.2%-22.4pp |
| Annual return | 7.40% | 26.72%-19.3pp | 35.73%-28.3pp | 160.72%-153.3pp |
| Employer contribution / active EE | $912 | $2,931-68.9% | $3,740-75.6% | $2,671-65.9% |
| Participant deferral / active EE | $2,364 | $3,660-35.4% | $4,880-51.6% | $4,126-42.7% |
| Admin fee / account holder | $6,203 | $5,219+18.9% | $6,735-7.9% | $5,651+9.8% |