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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 | $68,528 | $49,896+37.3% | $80,627-15.0% | $75,173-8.8% |
| Participation rate | 25.9% | 55.3%-29.4pp | 67.0%-41.1pp | 67.2%-41.3pp |
| Annual return | 14.10% | 34.67%-20.6pp | 936.76%-922.7pp | 160.72%-146.6pp |
| Employer contribution / active EE | $698 | $1,699-58.9% | $2,723-74.3% | $2,671-73.9% |
| Participant deferral / active EE | $3,554 | $2,992+18.8% | $4,443-20.0% | $4,126-13.9% |
| Admin fee / account holder | $5,017 | $3,578+40.2% | $5,381-6.8% | $5,651-11.2% |