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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 | $100,970-20.7% | $96,576-17.1% | $137,256-41.6% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 9.98% | 38.16%-28.2pp | 38.47%-28.5pp | 220.34%-210.4pp |
| Employer contribution / active EE | $788 | $3,809-79.3% | $3,553-77.8% | $4,156-81.0% |
| Participant deferral / active EE | $3,996 | $8,286-51.8% | $7,956-49.8% | $6,407-37.6% |
| Admin fee / account holder | $18,592 | $11,312+64.4% | $11,381+63.4% | $12,270+51.5% |