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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 | $108,028 | $53,128+103.3% | $86,581+24.8% | $70,124+54.1% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 11.77% | 27.66%-15.9pp | 965.06%-953.3pp | 73.14%-61.4pp |
| Employer contribution / active EE | $574 | $2,068-72.3% | $2,840-79.8% | $2,342-75.5% |
| Participant deferral / active EE | $2,819 | $2,695+4.6% | $3,609-21.9% | $3,332-15.4% |
| Admin fee / account holder | $3,401 | $3,584-5.1% | $4,904-30.7% | $4,645-26.8% |