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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 | $72,291 | $29,736+143.1% | $56,033+29.0% | $80,935-10.7% |
| Participation rate | 26.5% | 41.7%-15.2pp | 52.5%-26.0pp | 67.7%-41.2pp |
| Annual return | 9.70% | 35.28%-25.6pp | 1711.38%-1701.7pp | 35.66%-26.0pp |
| Employer contribution / active EE | $355 | $671-47.1% | $1,041-65.9% | $2,757-87.1% |
| Participant deferral / active EE | $1,170 | $1,228-4.7% | $1,954-40.1% | $4,299-72.8% |
| Admin fee / account holder | $2,081 | $2,434-14.5% | $2,827-26.4% | $6,924-69.9% |