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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 | $69,591 | $59,839+16.3% | $81,991-15.1% | $79,852-12.8% |
| Participation rate | 42.1% | 61.6%-19.5pp | 69.3%-27.1pp | 69.6%-27.5pp |
| Annual return | 10.22% | 17.56%-7.3pp | 41.31%-31.1pp | 31.72%-21.5pp |
| Employer contribution / active EE | $869 | $1,713-49.3% | $2,498-65.2% | $2,471-64.9% |
| Participant deferral / active EE | $1,358 | $2,695-49.6% | $3,722-63.5% | $3,740-63.7% |
| Admin fee / account holder | $8,656 | $4,287+101.9% | $5,665+52.8% | $5,306+63.1% |