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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 | $97,117 | $57,057+70.2% | $85,009+14.2% | $80,874+20.1% |
| Participation rate | 47.2% | 56.4%-9.1pp | 67.5%-20.3pp | 67.6%-20.4pp |
| Annual return | 9.76% | 21.66%-11.9pp | 66.47%-56.7pp | 35.62%-25.9pp |
| Employer contribution / active EE | $740 | $1,799-58.9% | $2,728-72.9% | $2,756-73.2% |
| Participant deferral / active EE | $2,959 | $3,112-4.9% | $4,522-34.6% | $4,297-31.1% |
| Admin fee / account holder | $2,186 | $4,986-56.2% | $6,153-64.5% | $6,935-68.5% |