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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 | $88,926 | $58,512+52.0% | $84,020+5.8% | $72,983+21.8% |
| Participation rate | 17.6% | 61.2%-43.6pp | 69.0%-51.4pp | 69.5%-51.8pp |
| Annual return | 15.11% | 28.93%-13.8pp | 71.31%-56.2pp | 81.01%-65.9pp |
| Employer contribution / active EE | $335 | $1,163-71.2% | $1,984-83.1% | $2,440-86.3% |
| Participant deferral / active EE | $1,755 | $2,394-26.7% | $3,239-45.8% | $3,608-51.4% |
| Admin fee / account holder | $4,624 | $4,569+1.2% | $6,101-24.2% | $5,124-9.8% |