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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 | $91,525 | $77,908+17.5% | $149,696-38.9% | $75,173+21.8% |
| Participation rate | 46.9% | 65.6%-18.7pp | 78.8%-31.9pp | 67.2%-20.3pp |
| Annual return | 7.56% | 31.73%-24.2pp | 134.46%-126.9pp | 160.72%-153.2pp |
| Employer contribution / active EE | $744 | $3,138-76.3% | $4,821-84.6% | $2,671-72.2% |
| Participant deferral / active EE | $4,504 | $3,411+32.0% | $5,682-20.7% | $4,126+9.2% |
| Admin fee / account holder | $1,571 | $5,950-73.6% | $13,212-88.1% | $5,651-72.2% |