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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 | $89,779 | $53,128+69.0% | $86,582+3.7% | $70,126+28.0% |
| Participation rate | 52.6% | 65.3%-12.7pp | 73.5%-20.9pp | 69.5%-16.9pp |
| Annual return | 12.17% | 27.66%-15.5pp | 965.08%-952.9pp | 73.15%-61.0pp |
| Employer contribution / active EE | $1,007 | $2,068-51.3% | $2,839-64.5% | $2,343-57.0% |
| Participant deferral / active EE | $2,777 | $2,695+3.0% | $3,609-23.0% | $3,332-16.7% |
| Admin fee / account holder | $6,336 | $3,584+76.8% | $4,904+29.2% | $4,645+36.4% |