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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 | $103,943 | $51,638+101.3% | $68,368+52.0% | $82,448+26.1% |
| Participation rate | 40.0% | 63.6%-23.6pp | 73.8%-33.8pp | 68.1%-28.1pp |
| Annual return | 11.43% | 37.53%-26.1pp | 292.57%-281.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $520 | $2,047-74.6% | $2,649-80.4% | $2,551-79.6% |
| Participant deferral / active EE | $651 | $2,914-77.7% | $4,123-84.2% | $4,139-84.3% |
| Admin fee / account holder | $8,798 | $4,643+89.5% | $5,150+70.8% | $7,234+21.6% |