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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 | $115,260 | $77,962+47.8% | $178,540-35.4% | $80,935+42.4% |
| Participation rate | 46.6% | 65.7%-19.1pp | 77.1%-30.6pp | 67.7%-21.1pp |
| Annual return | 7.01% | 18.10%-11.1pp | 27.15%-20.1pp | 35.66%-28.6pp |
| Employer contribution / active EE | $1,138 | $2,280-50.1% | $3,953-71.2% | $2,757-58.7% |
| Participant deferral / active EE | $2,301 | $4,404-47.8% | $6,281-63.4% | $4,299-46.5% |
| Admin fee / account holder | $1,991 | $7,156-72.2% | $10,424-80.9% | $6,924-71.2% |