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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 | $119,566 | $81,457+46.8% | $103,378+15.7% | $80,911+47.8% |
| Participation rate | 34.1% | 66.8%-32.7pp | 74.5%-40.4pp | 67.6%-33.5pp |
| Annual return | 8.22% | 25.58%-17.4pp | 24.91%-16.7pp | 35.63%-27.4pp |
| Employer contribution / active EE | $1,579 | $3,107-49.2% | $3,870-59.2% | $2,756-42.7% |
| Participant deferral / active EE | $4,928 | $3,871+27.3% | $5,058-2.6% | $4,297+14.7% |
| Admin fee / account holder | $9,886 | $6,717+47.2% | $8,401+17.7% | $6,935+42.6% |