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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 | $88,157 | $54,541+61.6% | $78,778+11.9% | $70,126+25.7% |
| Participation rate | 42.5% | 60.8%-18.3pp | 69.2%-26.7pp | 69.5%-27.0pp |
| Annual return | 11.82% | 21.07%-9.3pp | 35.62%-23.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $444 | $1,089-59.2% | $1,986-77.6% | $2,343-81.0% |
| Participant deferral / active EE | $989 | $2,210-55.2% | $2,958-66.6% | $3,332-70.3% |
| Admin fee / account holder | $59,859 | $3,709+1514.1% | $5,134+1066.0% | $4,645+1188.5% |