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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 | $84,480 | $81,457+3.7% | $103,378-18.3% | $80,911+4.4% |
| Participation rate | 14.6% | 66.8%-52.2pp | 74.5%-59.9pp | 67.6%-53.0pp |
| Annual return | 10.32% | 25.58%-15.3pp | 24.91%-14.6pp | 35.63%-25.3pp |
| Employer contribution / active EE | $969 | $3,107-68.8% | $3,870-75.0% | $2,756-64.8% |
| Participant deferral / active EE | $1,981 | $3,871-48.8% | $5,058-60.8% | $4,297-53.9% |
| Admin fee / account holder | $1,394 | $6,717-79.2% | $8,401-83.4% | $6,935-79.9% |