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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 | $63,655 | $71,197-10.6% | $93,669-32.0% | $80,925-21.3% |
| Participation rate | 41.2% | 60.4%-19.2pp | 68.7%-27.5pp | 67.7%-26.5pp |
| Annual return | 9.88% | 11.27%-1.4pp | 133.59%-123.7pp | 35.65%-25.8pp |
| Employer contribution / active EE | $900 | $1,565-42.5% | $2,424-62.9% | $2,756-67.3% |
| Participant deferral / active EE | $2,782 | $4,036-31.1% | $4,416-37.0% | $4,299-35.3% |
| Admin fee / account holder | $2,518 | $6,959-63.8% | $8,291-69.6% | $6,940-63.7% |