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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 | $98,913 | $71,057+39.2% | $93,654+5.6% | $80,874+22.3% |
| Participation rate | 44.8% | 60.4%-15.6pp | 68.7%-23.9pp | 67.6%-22.9pp |
| Annual return | 9.88% | 11.26%-1.4pp | 133.34%-123.5pp | 35.62%-25.7pp |
| Employer contribution / active EE | $868 | $1,564-44.5% | $2,421-64.2% | $2,756-68.5% |
| Participant deferral / active EE | $2,928 | $4,034-27.4% | $4,413-33.7% | $4,297-31.9% |
| Admin fee / account holder | $9,417 | $6,944+35.6% | $8,282+13.7% | $6,935+35.8% |