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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 | $103,958 | $73,787+40.9% | $98,716+5.3% | $82,448+26.1% |
| Participation rate | 28.0% | 61.4%-33.4pp | 69.3%-41.3pp | 68.1%-40.1pp |
| Annual return | 6.24% | 18.57%-12.3pp | 31.81%-25.6pp | 41.64%-35.4pp |
| Employer contribution / active EE | $330 | $1,511-78.2% | $2,279-85.5% | $2,551-87.1% |
| Participant deferral / active EE | $2,766 | $3,081-10.2% | $4,048-31.7% | $4,139-33.2% |
| Admin fee / account holder | $8,345 | $6,500+28.4% | $8,703-4.1% | $7,234+15.3% |