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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 | $97,564 | $65,246+49.5% | $98,716-1.2% | $67,986+43.5% |
| Participation rate | 19.3% | 51.4%-32.1pp | 69.3%-50.0pp | 57.2%-37.9pp |
| Annual return | 10.29% | 20.58%-10.3pp | 31.81%-21.5pp | 31.67%-21.4pp |
| Employer contribution / active EE | $520 | $1,042-50.1% | $2,279-77.2% | $2,019-74.3% |
| Participant deferral / active EE | $1,214 | $2,594-53.2% | $4,048-70.0% | $3,358-63.8% |
| Admin fee / account holder | $15,985 | $4,561+250.5% | $8,703+83.7% | $3,203+399.0% |