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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 | $66,652 | $57,073+16.8% | $85,126-21.7% | $80,925-17.6% |
| Participation rate | 14.7% | 56.4%-41.7pp | 67.5%-52.9pp | 67.7%-53.0pp |
| Annual return | 9.30% | 21.69%-12.4pp | 66.63%-57.3pp | 35.65%-26.3pp |
| Employer contribution / active EE | $285 | $1,801-84.2% | $2,731-89.6% | $2,756-89.7% |
| Participant deferral / active EE | $1,314 | $3,113-57.8% | $4,523-70.9% | $4,299-69.4% |
| Admin fee / account holder | $2,907 | $4,988-41.7% | $6,160-52.8% | $6,940-58.1% |