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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 | $100,955 | $93,055+8.5% | $153,741-34.3% | $80,959+24.7% |
| Participation rate | 55.8% | 69.0%-13.1pp | 77.1%-21.3pp | 67.7%-11.8pp |
| Annual return | 10.63% | 19.97%-9.3pp | 15.71%-5.1pp | 35.67%-25.0pp |
| Employer contribution / active EE | $2,006 | $3,504-42.7% | $5,042-60.2% | $2,757-27.2% |
| Participant deferral / active EE | $3,835 | $5,172-25.9% | $6,757-43.2% | $4,300-10.8% |
| Admin fee / account holder | $13,026 | $8,881+46.7% | $12,749+2.2% | $6,925+88.1% |