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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 | $82,689 | $81,504+1.5% | $102,437-19.3% | $80,959+2.1% |
| Participation rate | 42.9% | 66.9%-24.0pp | 74.5%-31.7pp | 67.7%-24.8pp |
| Annual return | 10.15% | 25.60%-15.4pp | 24.95%-14.8pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,368 | $3,104-55.9% | $3,871-64.7% | $2,757-50.4% |
| Participant deferral / active EE | $1,811 | $3,871-53.2% | $5,060-64.2% | $4,300-57.9% |
| Admin fee / account holder | $1,763 | $6,719-73.8% | $8,388-79.0% | $6,925-74.5% |