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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 | $89,740 | $61,815+45.2% | $97,295-7.8% | $80,959+10.8% |
| Participation rate | 32.1% | 63.5%-31.4pp | 72.7%-40.6pp | 67.7%-35.6pp |
| Annual return | 9.43% | -558.73%+568.2pp | 75.62%-66.2pp | 35.67%-26.2pp |
| Employer contribution / active EE | $698 | $1,836-62.0% | $2,723-74.4% | $2,757-74.7% |
| Participant deferral / active EE | $1,475 | $3,027-51.3% | $4,264-65.4% | $4,300-65.7% |
| Admin fee / account holder | $4,832 | $5,166-6.5% | $5,646-14.4% | $6,925-30.2% |