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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 | $93,010 | $64,920+43.3% | $103,693-10.3% | $86,983+6.9% |
| Participation rate | 30.4% | 63.6%-33.2pp | 72.6%-42.3pp | 69.5%-39.2pp |
| Annual return | 11.26% | 30.29%-19.0pp | 47.61%-36.3pp | 25.83%-14.6pp |
| Employer contribution / active EE | $886 | $2,141-58.6% | $2,920-69.7% | $2,584-65.7% |
| Participant deferral / active EE | $2,225 | $3,241-31.3% | $4,579-51.4% | $4,194-46.9% |
| Admin fee / account holder | $4,908 | $6,191-20.7% | $7,858-37.5% | $7,856-37.5% |