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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 | $71,057+36.9% | $93,654+3.9% | $80,874+20.3% |
| Participation rate | 40.7% | 60.4%-19.7pp | 68.7%-28.0pp | 67.6%-27.0pp |
| Annual return | 7.78% | 11.26%-3.5pp | 133.34%-125.6pp | 35.62%-27.8pp |
| Employer contribution / active EE | $701 | $1,564-55.1% | $2,421-71.0% | $2,756-74.5% |
| Participant deferral / active EE | $2,085 | $4,034-48.3% | $4,413-52.7% | $4,297-51.5% |
| Admin fee / account holder | $6,896 | $6,944-0.7% | $8,282-16.7% | $6,935-0.6% |