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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 | $98,084 | $52,580+86.5% | $71,671+36.9% | $70,126+39.9% |
| Participation rate | 56.0% | 60.9%-4.9pp | 68.7%-12.7pp | 69.5%-13.5pp |
| Annual return | 11.97% | 20.25%-8.3pp | 20.65%-8.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $710 | $1,616-56.0% | $2,460-71.1% | $2,343-69.7% |
| Participant deferral / active EE | $2,117 | $2,386-11.3% | $3,438-38.4% | $3,332-36.5% |
| Admin fee / account holder | $2,088 | $3,653-42.8% | $5,558-62.4% | $4,645-55.1% |