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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 | $37,403 | $76,407-51.0% | $150,298-75.1% | $82,448-54.6% |
| Participation rate | 17.9% | 66.4%-48.5pp | 77.8%-59.9pp | 68.1%-50.2pp |
| Annual return | 11.54% | 39.99%-28.5pp | 62.79%-51.2pp | 41.64%-30.1pp |
| Employer contribution / active EE | $462 | $2,614-82.3% | $4,154-88.9% | $2,551-81.9% |
| Participant deferral / active EE | $879 | $3,214-72.6% | $5,453-83.9% | $4,139-78.8% |
| Admin fee / account holder | $6,587 | $6,352+3.7% | $14,116-53.3% | $7,234-9.0% |