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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 | $89,010 | $61,125+45.6% | $94,057-5.4% | $87,485+1.7% |
| Participation rate | 34.0% | 64.1%-30.0pp | 73.3%-39.3pp | 68.9%-34.9pp |
| Annual return | 10.74% | 35.20%-24.5pp | 480.62%-469.9pp | 26.06%-15.3pp |
| Employer contribution / active EE | $849 | $2,136-60.2% | $2,933-71.0% | $2,596-67.3% |
| Participant deferral / active EE | $1,444 | $3,260-55.7% | $4,709-69.3% | $4,274-66.2% |
| Admin fee / account holder | $1,380 | $5,629-75.5% | $7,244-81.0% | $7,775-82.3% |