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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 | $58,848+17.6% | $88,179-21.5% | $82,637-16.2% |
| Participation rate | 40.3% | 57.9%-17.6pp | 69.1%-28.8pp | 68.1%-27.7pp |
| Annual return | 11.78% | 22.76%-11.0pp | 64.97%-53.2pp | 53.51%-41.7pp |
| Employer contribution / active EE | $852 | $1,678-49.2% | $2,549-66.6% | $2,552-66.6% |
| Participant deferral / active EE | $2,177 | $3,124-30.3% | $4,614-52.8% | $4,126-47.2% |
| Admin fee / account holder | $2,649 | $4,795-44.8% | $7,673-65.5% | $7,339-63.9% |