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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 | $87,958 | $75,807+16.0% | $116,096-24.2% | $86,983+1.1% |
| Participation rate | 26.3% | 66.9%-40.6pp | 73.3%-47.1pp | 69.5%-43.3pp |
| Annual return | 11.04% | 18.57%-7.5pp | 326.25%-315.2pp | 25.83%-14.8pp |
| Employer contribution / active EE | $363 | $1,892-80.8% | $2,503-85.5% | $2,584-86.0% |
| Participant deferral / active EE | $1,140 | $3,212-64.5% | $3,952-71.1% | $4,194-72.8% |
| Admin fee / account holder | $11,801 | $6,659+77.2% | $7,704+53.2% | $7,856+50.2% |