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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 | $95,691 | $86,288+10.9% | $111,306-14.0% | $85,851+11.5% |
| Participation rate | 58.7% | 73.3%-14.6pp | 77.3%-18.6pp | 69.3%-10.6pp |
| Annual return | 10.99% | 19.99%-9.0pp | 54.67%-43.7pp | 318.63%-307.6pp |
| Employer contribution / active EE | $806 | $2,044-60.6% | $2,732-70.5% | $2,565-68.6% |
| Participant deferral / active EE | $1,928 | $3,641-47.0% | $4,488-57.0% | $3,952-51.2% |
| Admin fee / account holder | $4,194 | $8,189-48.8% | $7,966-47.3% | $6,261-33.0% |