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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 | $95,718 | $81,504+17.4% | $102,437-6.6% | $80,959+18.2% |
| Participation rate | 27.2% | 66.9%-39.7pp | 74.5%-47.3pp | 67.7%-40.5pp |
| Annual return | 9.90% | 25.60%-15.7pp | 24.95%-15.0pp | 35.67%-25.8pp |
| Employer contribution / active EE | $903 | $3,104-70.9% | $3,871-76.7% | $2,757-67.2% |
| Participant deferral / active EE | $1,666 | $3,871-57.0% | $5,060-67.1% | $4,300-61.3% |
| Admin fee / account holder | $3,400 | $6,719-49.4% | $8,388-59.5% | $6,925-50.9% |