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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 | $66,953 | $65,034+3.0% | $90,970-26.4% | $79,856-16.2% |
| Participation rate | 20.6% | 61.6%-41.0pp | 69.0%-48.4pp | 69.6%-49.1pp |
| Annual return | 9.91% | 30.45%-20.5pp | 134.60%-124.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $348 | $1,247-72.1% | $2,122-83.6% | $2,471-85.9% |
| Participant deferral / active EE | $1,154 | $2,512-54.1% | $3,373-65.8% | $3,741-69.1% |
| Admin fee / account holder | $13,663 | $4,536+201.2% | $5,961+129.2% | $5,306+157.5% |