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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 | $94,957 | $100,073-5.1% | $85,126+11.5% | $145,877-34.9% |
| Participation rate | 10.5% | 74.1%-63.6pp | 67.5%-57.0pp | 80.3%-69.8pp |
| Annual return | 3.29% | 84.11%-80.8pp | 66.63%-63.3pp | 551.28%-548.0pp |
| Employer contribution / active EE | $460 | $3,236-85.8% | $2,731-83.1% | $4,663-90.1% |
| Participant deferral / active EE | $943 | $5,294-82.2% | $4,523-79.2% | $6,691-85.9% |
| Admin fee / account holder | $8,341 | $7,261+14.9% | $6,160+35.4% | $13,402-37.8% |