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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 | $106,362 | $58,851+80.7% | $115,170-7.6% | $72,975+45.7% |
| Participation rate | 34.6% | 65.5%-31.0pp | 75.9%-41.3pp | 69.5%-34.9pp |
| Annual return | 15.22% | 23.16%-7.9pp | 35.60%-20.4pp | 81.01%-65.8pp |
| Employer contribution / active EE | $937 | $1,798-47.9% | $3,179-70.5% | $2,440-61.6% |
| Participant deferral / active EE | $2,205 | $2,643-16.6% | $4,169-47.1% | $3,608-38.9% |
| Admin fee / account holder | $1,418 | $6,370-77.7% | $7,089-80.0% | $5,124-72.3% |