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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 | $67,104 | $36,948+81.6% | $73,658-8.9% | $87,485-23.3% |
| Participation rate | 17.6% | 46.8%-29.2pp | 57.0%-39.4pp | 68.9%-51.3pp |
| Annual return | 9.43% | 28.64%-19.2pp | 29.72%-20.3pp | 26.06%-16.6pp |
| Employer contribution / active EE | $223 | $670-66.8% | $1,032-78.4% | $2,596-91.4% |
| Participant deferral / active EE | $898 | $1,379-34.9% | $2,062-56.4% | $4,274-79.0% |
| Admin fee / account holder | $1,901 | $2,531-24.9% | $3,357-43.4% | $7,775-75.5% |