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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 | $83,862 | $96,731-13.3% | $123,973-32.4% | $86,983-3.6% |
| Participation rate | 53.7% | 70.0%-16.4pp | 76.7%-23.0pp | 69.5%-15.9pp |
| Annual return | 2.18% | 17.33%-15.1pp | 388.13%-385.9pp | 25.83%-23.6pp |
| Employer contribution / active EE | $2,792 | $3,297-15.3% | $4,126-32.3% | $2,584+8.0% |
| Participant deferral / active EE | $6,818 | $4,152+64.2% | $5,247+29.9% | $4,194+62.6% |
| Admin fee / account holder | $1,195 | $8,722-86.3% | $11,799-89.9% | $7,856-84.8% |