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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 | $87,600 | $65,361+34.0% | $92,897-5.7% | $72,986+20.0% |
| Participation rate | 28.9% | 68.3%-39.4pp | 76.0%-47.1pp | 69.5%-40.5pp |
| Annual return | 12.48% | 42.11%-29.6pp | 109.42%-96.9pp | 81.01%-68.5pp |
| Employer contribution / active EE | $597 | $2,594-77.0% | $3,653-83.6% | $2,440-75.5% |
| Participant deferral / active EE | $3,181 | $3,128+1.7% | $4,238-24.9% | $3,607-11.8% |
| Admin fee / account holder | $2,031 | $4,251-52.2% | $5,794-64.9% | $5,124-60.4% |