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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 | $106,154 | $81,276+30.6% | $155,574-31.8% | $80,925+31.2% |
| Participation rate | 41.2% | 66.2%-25.1pp | 78.2%-37.0pp | 67.7%-26.5pp |
| Annual return | 7.39% | 33.36%-26.0pp | 64.87%-57.5pp | 35.65%-28.3pp |
| Employer contribution / active EE | $806 | $3,103-74.0% | $4,676-82.8% | $2,756-70.7% |
| Participant deferral / active EE | $4,840 | $3,453+40.2% | $5,629-14.0% | $4,299+12.6% |
| Admin fee / account holder | $1,571 | $7,993-80.3% | $15,914-90.1% | $6,940-77.4% |