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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 | $97,527 | $105,284-7.4% | $150,734-35.3% | $94,015+3.7% |
| Participation rate | 55.6% | 71.7%-16.2pp | 78.4%-22.9pp | 70.8%-15.3pp |
| Annual return | 5.28% | 15.67%-10.4pp | 600.81%-595.5pp | 17.84%-12.6pp |
| Employer contribution / active EE | $2,062 | $3,599-42.7% | $4,918-58.1% | $2,790-26.1% |
| Participant deferral / active EE | $3,226 | $4,274-24.5% | $5,610-42.5% | $4,249-24.1% |
| Admin fee / account holder | $2,429 | $9,839-75.3% | $14,905-83.7% | $8,951-72.9% |