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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 | $89,665 | $91,179-1.7% | $178,499-49.8% | $79,852+12.3% |
| Participation rate | 65.7% | 69.2%-3.5pp | 81.9%-16.2pp | 69.6%-3.9pp |
| Annual return | 9.92% | 24.19%-14.3pp | 151.10%-141.2pp | 31.72%-21.8pp |
| Employer contribution / active EE | $495 | $3,256-84.8% | $5,011-90.1% | $2,471-80.0% |
| Participant deferral / active EE | $5,804 | $3,236+79.4% | $5,202+11.6% | $3,740+55.2% |
| Admin fee / account holder | $2,032 | $6,749-69.9% | $13,986-85.5% | $5,306-61.7% |