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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 | $99,389 | $57,828+71.9% | $117,039-15.1% | $70,126+41.7% |
| Participation rate | 35.6% | 67.1%-31.5pp | 77.2%-41.6pp | 69.5%-33.9pp |
| Annual return | 11.32% | 17.55%-6.2pp | 18.95%-7.6pp | 73.15%-61.8pp |
| Employer contribution / active EE | $872 | $1,816-52.0% | $3,785-77.0% | $2,343-62.8% |
| Participant deferral / active EE | $3,198 | $2,438+31.2% | $3,929-18.6% | $3,332-4.0% |
| Admin fee / account holder | $2,055 | $3,548-42.1% | $5,974-65.6% | $4,645-55.8% |