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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 | $97,286 | $71,230+36.6% | $93,727+3.8% | $80,959+20.2% |
| Participation rate | 40.7% | 60.4%-19.7pp | 68.7%-28.0pp | 67.7%-27.0pp |
| Annual return | 7.78% | 11.26%-3.5pp | 133.83%-126.0pp | 35.67%-27.9pp |
| Employer contribution / active EE | $701 | $1,565-55.2% | $2,421-71.0% | $2,757-74.6% |
| Participant deferral / active EE | $2,085 | $4,037-48.4% | $4,417-52.8% | $4,300-51.5% |
| Admin fee / account holder | $6,896 | $6,961-0.9% | $8,292-16.8% | $6,925-0.4% |