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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 | $90,000 | $75,541+19.1% | $152,093-40.8% | $82,637+8.9% |
| Participation rate | 60.0% | 66.5%-6.5pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 12.60% | 32.56%-20.0pp | 66.36%-53.8pp | 53.51%-40.9pp |
| Employer contribution / active EE | $984 | $2,622-62.5% | $4,175-76.4% | $2,552-61.4% |
| Participant deferral / active EE | $3,442 | $3,206+7.4% | $5,451-36.9% | $4,126-16.6% |
| Admin fee / account holder | $935 | $6,405-85.4% | $14,497-93.5% | $7,339-87.3% |