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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 | $99,475 | $81,403+22.2% | $147,027-32.3% | $87,485+13.7% |
| Participation rate | 34.5% | 63.4%-29.0pp | 73.7%-39.3pp | 68.9%-34.4pp |
| Annual return | 9.65% | 16.51%-6.9pp | 20.23%-10.6pp | 26.06%-16.4pp |
| Employer contribution / active EE | $1,434 | $2,205-35.0% | $3,626-60.4% | $2,596-44.8% |
| Participant deferral / active EE | $2,769 | $3,315-16.5% | $4,933-43.9% | $4,274-35.2% |
| Admin fee / account holder | $10,245 | $6,755+51.7% | $12,223-16.2% | $7,775+31.8% |