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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 | $79,330 | $65,246+21.6% | $98,716-19.6% | $67,986+16.7% |
| Participation rate | 36.2% | 51.4%-15.3pp | 69.3%-33.1pp | 57.2%-21.0pp |
| Annual return | 10.91% | 20.58%-9.7pp | 31.81%-20.9pp | 31.67%-20.8pp |
| Employer contribution / active EE | $217 | $1,042-79.2% | $2,279-90.5% | $2,019-89.3% |
| Participant deferral / active EE | $2,210 | $2,594-14.8% | $4,048-45.4% | $3,358-34.2% |
| Admin fee / account holder | $6,987 | $4,561+53.2% | $8,703-19.7% | $3,203+118.1% |