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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 | $49,159 | $43,496+13.0% | $161,489-69.6% | $64,340-23.6% |
| Participation rate | 34.7% | 53.5%-18.8pp | 78.7%-44.0pp | 55.2%-20.5pp |
| Annual return | 9.91% | 20.76%-10.9pp | 89.72%-79.8pp | 24.14%-14.2pp |
| Employer contribution / active EE | $334 | $1,431-76.6% | $4,268-92.2% | $1,862-82.1% |
| Participant deferral / active EE | $1,595 | $1,996-20.1% | $5,630-71.7% | $2,980-46.5% |
| Admin fee / account holder | $6,516 | $2,330+179.6% | $16,006-59.3% | $3,703+76.0% |