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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 | $72,323 | $78,707-8.1% | $117,861-38.6% | $70,126+3.1% |
| Participation rate | 52.9% | 73.2%-20.3pp | 79.7%-26.7pp | 69.5%-16.6pp |
| Annual return | 7.14% | 23.30%-16.2pp | 335.11%-328.0pp | 73.15%-66.0pp |
| Employer contribution / active EE | $687 | $2,223-69.1% | $3,786-81.8% | $2,343-70.7% |
| Participant deferral / active EE | $2,331 | $3,297-29.3% | $4,482-48.0% | $3,332-30.0% |
| Admin fee / account holder | $1,217 | $5,066-76.0% | $8,021-84.8% | $4,645-73.8% |