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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 | $100,502 | $72,269+39.1% | $101,271-0.8% | $79,852+25.9% |
| Participation rate | 53.8% | 68.5%-14.6pp | 75.8%-22.0pp | 69.6%-15.8pp |
| Annual return | 9.12% | 22.29%-13.2pp | 46.48%-37.4pp | 31.72%-22.6pp |
| Employer contribution / active EE | $689 | $2,692-74.4% | $3,660-81.2% | $2,471-72.1% |
| Participant deferral / active EE | $1,436 | $3,282-56.2% | $4,371-67.1% | $3,740-61.6% |
| Admin fee / account holder | $8,127 | $4,401+84.7% | $5,948+36.6% | $5,306+53.2% |