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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 | $90,172 | $58,493+54.2% | $84,021+7.3% | $72,975+23.6% |
| Participation rate | 33.9% | 61.2%-27.3pp | 69.0%-35.1pp | 69.5%-35.6pp |
| Annual return | 13.93% | 28.93%-15.0pp | 71.32%-57.4pp | 81.01%-67.1pp |
| Employer contribution / active EE | $685 | $1,163-41.1% | $1,984-65.5% | $2,440-71.9% |
| Participant deferral / active EE | $1,926 | $2,394-19.6% | $3,239-40.5% | $3,608-46.6% |
| Admin fee / account holder | $353 | $4,569-92.3% | $6,102-94.2% | $5,124-93.1% |