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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 | $95,200 | $84,236+13.0% | $170,435-44.1% | $70,126+35.8% |
| Participation rate | 23.0% | 70.8%-47.9pp | 83.6%-60.6pp | 69.5%-46.6pp |
| Annual return | 11.71% | 23.06%-11.4pp | 205.94%-194.2pp | 73.15%-61.4pp |
| Employer contribution / active EE | $841 | $3,387-75.2% | $5,432-84.5% | $2,343-64.1% |
| Participant deferral / active EE | $1,352 | $3,086-56.2% | $4,939-72.6% | $3,332-59.4% |
| Admin fee / account holder | $6,282 | $5,698+10.2% | $13,881-54.7% | $4,645+35.2% |