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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 | $93,370 | $52,306+78.5% | $69,779+33.8% | $62,881+48.5% |
| Participation rate | 10.6% | 67.2%-56.6pp | 71.8%-61.2pp | 69.3%-58.7pp |
| Annual return | 4.19% | 13.35%-9.2pp | 12.99%-8.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $413 | $1,799-77.0% | $2,338-82.3% | $2,281-81.9% |
| Participant deferral / active EE | $1,055 | $2,395-55.9% | $2,931-64.0% | $3,203-67.1% |
| Admin fee / account holder | $5,504 | $3,691+49.1% | $4,381+25.6% | $4,296+28.1% |