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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 | $87,627 | $37,156+135.8% | $83,854+4.5% | $86,983+0.7% |
| Participation rate | 39.5% | 49.1%-9.6pp | 59.1%-19.6pp | 69.5%-30.1pp |
| Annual return | 12.64% | 29.88%-17.2pp | 31.39%-18.8pp | 25.83%-13.2pp |
| Employer contribution / active EE | $728 | $661+10.1% | $1,017-28.5% | $2,584-71.8% |
| Participant deferral / active EE | $2,521 | $1,418+77.8% | $2,035+23.9% | $4,194-39.9% |
| Admin fee / account holder | $997 | $2,510-60.3% | $3,197-68.8% | $7,856-87.3% |