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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 | $85,365 | $79,894+6.8% | $135,792-37.1% | $82,637+3.3% |
| Participation rate | 59.3% | 63.0%-3.7pp | 72.6%-13.3pp | 68.1%-8.8pp |
| Annual return | 6.38% | 17.20%-10.8pp | 25.96%-19.6pp | 53.51%-47.1pp |
| Employer contribution / active EE | $1,342 | $2,165-38.0% | $3,496-61.6% | $2,552-47.4% |
| Participant deferral / active EE | $1,802 | $3,194-43.6% | $4,759-62.1% | $4,126-56.3% |
| Admin fee / account holder | $411 | $6,434-93.6% | $12,266-96.6% | $7,339-94.4% |