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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 | $107,556 | $72,269+48.8% | $101,271+6.2% | $79,852+34.7% |
| Participation rate | 28.8% | 68.5%-39.7pp | 75.8%-47.0pp | 69.6%-40.9pp |
| Annual return | 1.72% | 22.29%-20.6pp | 46.48%-44.8pp | 31.72%-30.0pp |
| Employer contribution / active EE | $1,329 | $2,692-50.6% | $3,660-63.7% | $2,471-46.2% |
| Participant deferral / active EE | $2,315 | $3,282-29.5% | $4,371-47.0% | $3,740-38.1% |
| Admin fee / account holder | $482 | $4,401-89.0% | $5,948-91.9% | $5,306-90.9% |