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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 | $91,156 | $99,875-8.7% | $146,866-37.9% | $86,983+4.8% |
| Participation rate | 39.7% | 75.8%-36.1pp | 82.5%-42.8pp | 69.5%-29.8pp |
| Annual return | 12.39% | 28.10%-15.7pp | 102.85%-90.5pp | 25.83%-13.4pp |
| Employer contribution / active EE | $731 | $3,224-77.3% | $4,425-83.5% | $2,584-71.7% |
| Participant deferral / active EE | $2,282 | $6,322-63.9% | $7,759-70.6% | $4,194-45.6% |
| Admin fee / account holder | $19,414 | $7,838+147.7% | $13,620+42.5% | $7,856+147.1% |