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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 | $79,560 | $55,902+42.3% | $76,030+4.6% | $80,959-1.7% |
| Participation rate | 58.8% | 62.1%-3.2pp | 69.1%-10.2pp | 67.7%-8.8pp |
| Annual return | 9.49% | 20.59%-11.1pp | 361.54%-352.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $546 | $1,867-70.8% | $2,688-79.7% | $2,757-80.2% |
| Participant deferral / active EE | $6,208 | $3,051+103.5% | $4,257+45.8% | $4,300+44.4% |
| Admin fee / account holder | $17,389 | $5,239+231.9% | $6,421+170.8% | $6,925+151.1% |