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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 | $91,273 | $69,977+30.4% | $108,582-15.9% | $62,881+45.2% |
| Participation rate | 63.2% | 72.9%-9.7pp | 79.6%-16.4pp | 69.3%-6.1pp |
| Annual return | 4.20% | 10.73%-6.5pp | -51.70%+55.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $930 | $2,135-56.4% | $3,758-75.2% | $2,281-59.2% |
| Participant deferral / active EE | $4,518 | $3,165+42.8% | $4,311+4.8% | $3,203+41.1% |
| Admin fee / account holder | $1,108 | $5,076-78.2% | $7,645-85.5% | $4,296-74.2% |