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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 | $80,093 | $102,609-21.9% | $98,090-18.3% | $138,895-42.3% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 9.98% | 36.44%-26.5pp | 37.05%-27.1pp | 145.39%-135.4pp |
| Employer contribution / active EE | $788 | $3,867-79.6% | $3,606-78.1% | $4,194-81.2% |
| Participant deferral / active EE | $3,996 | $8,167-51.1% | $7,845-49.1% | $6,396-37.5% |
| Admin fee / account holder | $18,592 | $11,434+62.6% | $11,815+57.4% | $12,562+48.0% |