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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 | $25,692 | $54,573-52.9% | $90,970-71.8% | $73,493-65.0% |
| Participation rate | 68.8% | 61.2%+7.6pp | 69.0%-0.2pp | 70.7%-1.9pp |
| Annual return | 9.27% | 16.69%-7.4pp | 134.58%-125.3pp | 28.51%-19.2pp |
| Employer contribution / active EE | $1,192 | $991+20.3% | $2,122-43.8% | $2,270-47.5% |
| Participant deferral / active EE | $3,188 | $2,517+26.7% | $3,373-5.5% | $3,740-14.8% |
| Admin fee / account holder | $8,004 | $521+1435.0% | $5,960+34.3% | $513+1460.0% |