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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 | $101,304 | $62,592+61.8% | $85,709+18.2% | $85,847+18.0% |
| Participation rate | 57.7% | 61.1%-3.4pp | 69.9%-12.2pp | 69.3%-11.6pp |
| Annual return | 7.35% | 23.77%-16.4pp | 21.49%-14.1pp | 318.61%-311.3pp |
| Employer contribution / active EE | $389 | $1,755-77.8% | $2,619-85.1% | $2,565-84.8% |
| Participant deferral / active EE | $1,177 | $2,802-58.0% | $3,924-70.0% | $3,952-70.2% |
| Admin fee / account holder | $11,110 | $4,643+139.3% | $6,876+61.6% | $6,261+77.5% |