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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 | $99,807 | $73,787+35.3% | $98,716+1.1% | $82,448+21.1% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.3%-12.2pp | 68.1%-10.9pp |
| Annual return | 10.54% | 18.57%-8.0pp | 31.81%-21.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $700 | $1,511-53.7% | $2,279-69.3% | $2,551-72.5% |
| Participant deferral / active EE | $3,845 | $3,081+24.8% | $4,048-5.0% | $4,139-7.1% |
| Admin fee / account holder | $6,272 | $6,500-3.5% | $8,703-27.9% | $7,234-13.3% |