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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 | $96,517 | $69,248+39.4% | $64,101+50.6% | $139,466-30.8% |
| Participation rate | 28.6% | 75.6%-47.0pp | 72.3%-43.7pp | 80.3%-51.8pp |
| Annual return | 7.35% | 45.95%-38.6pp | 33.72%-26.4pp | 373.66%-366.3pp |
| Employer contribution / active EE | $1,401 | $3,185-56.0% | $2,749-49.0% | $4,754-70.5% |
| Participant deferral / active EE | $4,128 | $4,682-11.8% | $3,881+6.4% | $6,712-38.5% |
| Admin fee / account holder | $367 | $4,247-91.4% | $3,070-88.0% | $11,409-96.8% |