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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 | $62,095 | $56,054+10.8% | $171,082-63.7% | $62,881-1.2% |
| Participation rate | 19.2% | 62.9%-43.6pp | 76.7%-57.5pp | 69.3%-50.1pp |
| Annual return | 2.05% | 22.52%-20.5pp | 32.56%-30.5pp | 20.14%-18.1pp |
| Employer contribution / active EE | $345 | $1,731-80.1% | $4,002-91.4% | $2,281-84.9% |
| Participant deferral / active EE | $1,834 | $3,158-41.9% | $4,797-61.8% | $3,203-42.7% |
| Admin fee / account holder | $3,815 | $3,647+4.6% | $8,520-55.2% | $4,296-11.2% |