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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 | $100,741 | $55,902+80.2% | $76,030+32.5% | $80,959+24.4% |
| Participation rate | 22.2% | 62.1%-39.8pp | 69.1%-46.8pp | 67.7%-45.4pp |
| Annual return | 8.94% | 20.59%-11.6pp | 361.54%-352.6pp | 35.67%-26.7pp |
| Employer contribution / active EE | $952 | $1,867-49.0% | $2,688-64.6% | $2,757-65.5% |
| Participant deferral / active EE | $2,268 | $3,051-25.7% | $4,257-46.7% | $4,300-47.3% |
| Admin fee / account holder | $4,743 | $5,239-9.5% | $6,421-26.1% | $6,925-31.5% |