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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 | $95,808 | $52,903+81.1% | $73,309+30.7% | $59,632+60.7% |
| Participation rate | 52.4% | 68.2%-15.8pp | 74.9%-22.5pp | 68.7%-16.3pp |
| Annual return | -4.47% | 12.20%-16.7pp | 5.67%-10.1pp | 2041.32%-2045.8pp |
| Employer contribution / active EE | $982 | $1,909-48.6% | $3,237-69.7% | $2,203-55.4% |
| Participant deferral / active EE | $5,251 | $4,069+29.0% | $4,991+5.2% | $3,192+64.5% |
| Admin fee / account holder | $2,715 | $3,834-29.2% | $5,637-51.8% | $4,297-36.8% |