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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 | $80,765 | $57,969+39.3% | $76,327+5.8% | $80,935-0.2% |
| Participation rate | 43.3% | 73.7%-30.4pp | 79.2%-35.9pp | 67.7%-24.3pp |
| Annual return | 7.95% | 15.90%-7.9pp | 13.79%-5.8pp | 35.66%-27.7pp |
| Employer contribution / active EE | $1,752 | $3,570-50.9% | $4,584-61.8% | $2,757-36.4% |
| Participant deferral / active EE | $1,514 | $3,814-60.3% | $5,478-72.4% | $4,299-64.8% |
| Admin fee / account holder | $6,641 | $5,670+17.1% | $5,139+29.2% | $6,924-4.1% |