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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 | $85,406 | $124,425-31.4% | $112,040-23.8% | $137,256-37.8% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.5%-33.6pp | 80.0%-37.1pp |
| Annual return | 9.37% | 24.72%-15.3pp | 24.52%-15.1pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,492 | $3,411-56.3% | $2,954-49.5% | $4,156-64.1% |
| Participant deferral / active EE | $6,320 | $5,718+10.5% | $5,098+24.0% | $6,407-1.4% |
| Admin fee / account holder | $344 | $15,207-97.7% | $12,098-97.2% | $12,270-97.2% |