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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 | $84,234 | $70,430+19.6% | $96,572-12.8% | $85,851-1.9% |
| Participation rate | 54.7% | 61.8%-7.1pp | 69.8%-15.2pp | 69.3%-14.7pp |
| Annual return | 10.38% | 18.58%-8.2pp | 37.79%-27.4pp | 318.63%-308.3pp |
| Employer contribution / active EE | $383 | $1,413-72.9% | $2,357-83.8% | $2,565-85.1% |
| Participant deferral / active EE | $2,532 | $2,894-12.5% | $3,850-34.2% | $3,952-35.9% |
| Admin fee / account holder | $2,882 | $4,996-42.3% | $6,183-53.4% | $6,261-54.0% |