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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 | $96,088 | $51,638+86.1% | $68,368+40.5% | $82,448+16.5% |
| Participation rate | 48.3% | 63.6%-15.3pp | 73.8%-25.5pp | 68.1%-19.8pp |
| Annual return | 13.26% | 37.53%-24.3pp | 292.57%-279.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,812 | $2,047+37.4% | $2,649+6.1% | $2,551+10.2% |
| Participant deferral / active EE | $3,096 | $2,914+6.3% | $4,123-24.9% | $4,139-25.2% |
| Admin fee / account holder | $14,231 | $4,643+206.5% | $5,150+176.3% | $7,234+96.7% |