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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 | $91,785 | $77,908+17.8% | $149,696-38.7% | $75,173+22.1% |
| Participation rate | 46.2% | 65.6%-19.4pp | 78.8%-32.6pp | 67.2%-21.0pp |
| Annual return | 12.33% | 31.73%-19.4pp | 134.46%-122.1pp | 160.72%-148.4pp |
| Employer contribution / active EE | $866 | $3,138-72.4% | $4,821-82.0% | $2,671-67.6% |
| Participant deferral / active EE | $2,755 | $3,411-19.2% | $5,682-51.5% | $4,126-33.2% |
| Admin fee / account holder | $7,024 | $5,950+18.0% | $13,212-46.8% | $5,651+24.3% |