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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 | $95,431 | $48,118+98.3% | $136,833-30.3% | $94,015+1.5% |
| Participation rate | 22.2% | 47.4%-25.2pp | 59.0%-36.8pp | 70.8%-48.6pp |
| Annual return | 10.49% | 14.65%-4.2pp | 35.32%-24.8pp | 17.84%-7.4pp |
| Employer contribution / active EE | $195 | $821-76.3% | $1,319-85.2% | $2,790-93.0% |
| Participant deferral / active EE | $922 | $1,651-44.2% | $2,441-62.2% | $4,249-78.3% |
| Admin fee / account holder | $1,151 | $3,059-62.4% | $4,706-75.5% | $8,951-87.1% |