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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 | $99,992 | $78,690+27.1% | $161,489-38.1% | $87,485+14.3% |
| Participation rate | 26.5% | 67.5%-40.9pp | 78.7%-52.2pp | 68.9%-42.4pp |
| Annual return | 12.03% | 32.74%-20.7pp | 89.72%-77.7pp | 26.06%-14.0pp |
| Employer contribution / active EE | $651 | $2,588-74.8% | $4,268-84.7% | $2,596-74.9% |
| Participant deferral / active EE | $2,142 | $3,311-35.3% | $5,630-62.0% | $4,274-49.9% |
| Admin fee / account holder | $8,082 | $6,724+20.2% | $16,006-49.5% | $7,775+4.0% |