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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 | $88,765 | $25,014+254.9% | $69,623+27.5% | $80,935+9.7% |
| Participation rate | 35.5% | 64.2%-28.7pp | 66.4%-30.9pp | 67.7%-32.1pp |
| Annual return | 9.76% | 19.08%-9.3pp | 101.23%-91.5pp | 35.66%-25.9pp |
| Employer contribution / active EE | $386 | $991-61.1% | $1,709-77.4% | $2,757-86.0% |
| Participant deferral / active EE | $1,671 | $1,840-9.1% | $2,890-42.2% | $4,299-61.1% |
| Admin fee / account holder | $6,208 | $2,491+149.2% | $4,696+32.2% | $6,924-10.3% |