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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 | $63,489 | $61,125+3.9% | $94,057-32.5% | $87,485-27.4% |
| Participation rate | 36.7% | 64.1%-27.3pp | 73.3%-36.6pp | 68.9%-32.2pp |
| Annual return | 11.04% | 35.20%-24.2pp | 480.62%-469.6pp | 26.06%-15.0pp |
| Employer contribution / active EE | $662 | $2,136-69.0% | $2,933-77.4% | $2,596-74.5% |
| Participant deferral / active EE | $1,689 | $3,260-48.2% | $4,709-64.1% | $4,274-60.5% |
| Admin fee / account holder | $4,357 | $5,629-22.6% | $7,244-39.9% | $7,775-44.0% |