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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 | $75,594 | $60,442+25.1% | $96,754-21.9% | $87,485-13.6% |
| Participation rate | 20.0% | 58.7%-38.7pp | 70.3%-50.3pp | 68.9%-48.9pp |
| Annual return | 11.01% | 21.97%-11.0pp | 82.04%-71.0pp | 26.06%-15.1pp |
| Employer contribution / active EE | $746 | $1,691-55.9% | $2,679-72.1% | $2,596-71.3% |
| Participant deferral / active EE | $1,719 | $3,280-47.6% | $4,758-63.9% | $4,274-59.8% |
| Admin fee / account holder | $822 | $5,069-83.8% | $8,905-90.8% | $7,775-89.4% |