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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 | $82,206 | $54,757+50.1% | $90,304-9.0% | $72,975+12.6% |
| Participation rate | 40.5% | 65.2%-24.6pp | 73.3%-32.7pp | 69.5%-28.9pp |
| Annual return | 14.14% | 30.63%-16.5pp | 78.13%-64.0pp | 81.01%-66.9pp |
| Employer contribution / active EE | $1,367 | $2,093-34.7% | $2,855-52.1% | $2,440-44.0% |
| Participant deferral / active EE | $2,950 | $2,887+2.2% | $3,885-24.1% | $3,608-18.2% |
| Admin fee / account holder | $847 | $3,973-78.7% | $5,354-84.2% | $5,124-83.5% |