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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 | $97,083 | $77,908+24.6% | $149,696-35.1% | $75,173+29.1% |
| Participation rate | 14.3% | 65.6%-51.3pp | 78.8%-64.5pp | 67.2%-52.9pp |
| Annual return | 13.23% | 31.73%-18.5pp | 134.46%-121.2pp | 160.72%-147.5pp |
| Employer contribution / active EE | $527 | $3,138-83.2% | $4,821-89.1% | $2,671-80.3% |
| Participant deferral / active EE | $1,222 | $3,411-64.2% | $5,682-78.5% | $4,126-70.4% |
| Admin fee / account holder | $1,836 | $5,950-69.1% | $13,212-86.1% | $5,651-67.5% |