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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 | $96,675 | $84,236+14.8% | $170,435-43.3% | $70,126+37.9% |
| Participation rate | 63.0% | 70.8%-7.9pp | 83.6%-20.6pp | 69.5%-6.6pp |
| Annual return | 9.51% | 23.06%-13.5pp | 205.94%-196.4pp | 73.15%-63.6pp |
| Employer contribution / active EE | $896 | $3,387-73.5% | $5,432-83.5% | $2,343-61.7% |
| Participant deferral / active EE | $2,140 | $3,086-30.6% | $4,939-56.7% | $3,332-35.8% |
| Admin fee / account holder | $1,624 | $5,698-71.5% | $13,881-88.3% | $4,645-65.0% |