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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 | $77,312 | $37,156+108.1% | $83,854-7.8% | $86,983-11.1% |
| Participation rate | 25.5% | 49.1%-23.5pp | 59.1%-33.6pp | 69.5%-44.0pp |
| Annual return | 12.05% | 29.88%-17.8pp | 31.39%-19.3pp | 25.83%-13.8pp |
| Employer contribution / active EE | $101 | $661-84.7% | $1,017-90.1% | $2,584-96.1% |
| Participant deferral / active EE | $983 | $1,418-30.7% | $2,035-51.7% | $4,194-76.6% |
| Admin fee / account holder | $6,198 | $2,510+146.9% | $3,197+93.9% | $7,856-21.1% |