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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 | $69,225 | $60,442+14.5% | $96,754-28.5% | $87,485-20.9% |
| Participation rate | 40.3% | 58.7%-18.4pp | 70.3%-30.0pp | 68.9%-28.6pp |
| Annual return | 11.78% | 21.97%-10.2pp | 82.04%-70.3pp | 26.06%-14.3pp |
| Employer contribution / active EE | $852 | $1,691-49.6% | $2,679-68.2% | $2,596-67.2% |
| Participant deferral / active EE | $2,177 | $3,280-33.6% | $4,758-54.3% | $4,274-49.1% |
| Admin fee / account holder | $2,649 | $5,069-47.7% | $8,905-70.3% | $7,775-65.9% |