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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 | $70,006 | $48,053+45.7% | $84,628-17.3% | $72,975-4.1% |
| Participation rate | 40.9% | 57.6%-16.7pp | 68.2%-27.3pp | 69.5%-28.6pp |
| Annual return | 17.30% | 37.39%-20.1pp | 258.80%-241.5pp | 81.01%-63.7pp |
| Employer contribution / active EE | $585 | $1,602-63.5% | $2,653-78.0% | $2,440-76.0% |
| Participant deferral / active EE | $1,362 | $2,681-49.2% | $3,900-65.1% | $3,608-62.2% |
| Admin fee / account holder | $1,752 | $3,395-48.4% | $4,914-64.4% | $5,124-65.8% |