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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 | $90,618 | $101,798-11.0% | $165,071-45.1% | $80,935+12.0% |
| Participation rate | 55.6% | 71.8%-16.3pp | 78.6%-23.1pp | 67.7%-12.1pp |
| Annual return | 10.01% | 16.73%-6.7pp | 70.17%-60.2pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,883 | $2,954-36.3% | $4,347-56.7% | $2,757-31.7% |
| Participant deferral / active EE | $6,483 | $4,476+44.8% | $6,035+7.4% | $4,299+50.8% |
| Admin fee / account holder | $11,304 | $8,221+37.5% | $12,695-11.0% | $6,924+63.2% |