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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 | $83,588 | $51,638+61.9% | $68,368+22.3% | $82,448+1.4% |
| Participation rate | 32.0% | 63.6%-31.6pp | 73.8%-41.8pp | 68.1%-36.1pp |
| Annual return | 13.30% | 37.53%-24.2pp | 292.57%-279.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,041 | $2,047-49.1% | $2,649-60.7% | $2,551-59.2% |
| Participant deferral / active EE | $3,179 | $2,914+9.1% | $4,123-22.9% | $4,139-23.2% |
| Admin fee / account holder | $3,314 | $4,643-28.6% | $5,150-35.7% | $7,234-54.2% |