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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 | $102,134 | $58,493+74.6% | $84,023+21.6% | $72,976+40.0% |
| Participation rate | 50.6% | 61.2%-10.6pp | 69.0%-18.4pp | 69.5%-18.9pp |
| Annual return | 7.08% | 28.93%-21.8pp | 71.32%-64.2pp | 81.02%-73.9pp |
| Employer contribution / active EE | $568 | $1,163-51.2% | $1,984-71.4% | $2,440-76.7% |
| Participant deferral / active EE | $2,631 | $2,394+9.9% | $3,239-18.8% | $3,608-27.1% |
| Admin fee / account holder | $2,770 | $4,569-39.4% | $6,102-54.6% | $5,124-45.9% |