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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 | $67,618 | $70,418-4.0% | $96,570-30.0% | $85,847-21.2% |
| Participation rate | 39.5% | 61.8%-22.3pp | 69.8%-30.3pp | 69.3%-29.8pp |
| Annual return | 7.83% | 18.59%-10.8pp | 37.79%-30.0pp | 318.61%-310.8pp |
| Employer contribution / active EE | $859 | $1,413-39.2% | $2,357-63.6% | $2,565-66.5% |
| Participant deferral / active EE | $1,756 | $2,894-39.3% | $3,849-54.4% | $3,952-55.6% |
| Admin fee / account holder | $2,148 | $4,995-57.0% | $6,182-65.3% | $6,261-65.7% |