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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 | $95,956 | $87,166+10.1% | $76,735+25.0% | $137,256-30.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 8.09% | 26.50%-18.4pp | 29.77%-21.7pp | 220.34%-212.3pp |
| Employer contribution / active EE | $563 | $2,904-80.6% | $2,454-77.1% | $4,156-86.5% |
| Participant deferral / active EE | $2,992 | $4,726-36.7% | $4,088-26.8% | $6,407-53.3% |
| Admin fee / account holder | $11,900 | $8,403+41.6% | $7,189+65.5% | $12,270-3.0% |