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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 | $86,251 | $89,370-3.5% | $141,197-38.9% | $72,976+18.2% |
| Participation rate | 41.7% | 75.1%-33.5pp | 82.5%-40.8pp | 69.5%-27.8pp |
| Annual return | 16.74% | 111.88%-95.1pp | 71.41%-54.7pp | 81.02%-64.3pp |
| Employer contribution / active EE | $802 | $3,115-74.3% | $4,736-83.1% | $2,440-67.1% |
| Participant deferral / active EE | $4,008 | $5,419-26.0% | $6,710-40.3% | $3,608+11.1% |
| Admin fee / account holder | $2,095 | $5,957-64.8% | $10,265-79.6% | $5,124-59.1% |