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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 | $94,273 | $54,573+72.7% | $90,965+3.6% | $73,493+28.3% |
| Participation rate | 54.8% | 61.2%-6.4pp | 69.0%-14.2pp | 70.7%-15.9pp |
| Annual return | 9.58% | 16.69%-7.1pp | 134.57%-125.0pp | 28.51%-18.9pp |
| Employer contribution / active EE | $505 | $991-49.1% | $2,122-76.2% | $2,270-77.8% |
| Participant deferral / active EE | $1,952 | $2,517-22.5% | $3,373-42.1% | $3,740-47.8% |
| Admin fee / account holder | $1,992 | $521+282.1% | $5,960-66.6% | $513+288.3% |