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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 | $90,292 | $93,057-3.0% | $153,500-41.2% | $80,925+11.6% |
| Participation rate | 44.8% | 69.0%-24.2pp | 77.1%-32.3pp | 67.7%-22.8pp |
| Annual return | 5.58% | 19.96%-14.4pp | 15.70%-10.1pp | 35.65%-30.1pp |
| Employer contribution / active EE | $1,218 | $3,507-65.3% | $5,039-75.8% | $2,756-55.8% |
| Participant deferral / active EE | $3,384 | $5,179-34.7% | $6,756-49.9% | $4,299-21.3% |
| Admin fee / account holder | $1,147 | $8,885-87.1% | $12,736-91.0% | $6,940-83.5% |