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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 | $75,256 | $85,060-11.5% | $70,548+6.7% | $139,456-46.0% |
| Participation rate | 52.9% | 73.9%-21.0pp | 68.3%-15.4pp | 80.3%-27.4pp |
| Annual return | 7.40% | 30.38%-23.0pp | 32.78%-25.4pp | 373.45%-366.1pp |
| Employer contribution / active EE | $529 | $3,911-86.5% | $2,975-82.2% | $4,753-88.9% |
| Participant deferral / active EE | $2,759 | $5,890-53.2% | $4,567-39.6% | $6,711-58.9% |
| Admin fee / account holder | $3,537 | $8,925-60.4% | $6,424-44.9% | $11,407-69.0% |