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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 | $76,703 | $45,343+69.2% | $150,298-49.0% | $67,986+12.8% |
| Participation rate | 24.1% | 51.9%-27.8pp | 77.8%-53.7pp | 57.2%-33.1pp |
| Annual return | 11.70% | 33.28%-21.6pp | 62.79%-51.1pp | 31.67%-20.0pp |
| Employer contribution / active EE | $393 | $1,462-73.1% | $4,154-90.5% | $2,019-80.5% |
| Participant deferral / active EE | $847 | $2,055-58.8% | $5,453-84.5% | $3,358-74.8% |
| Admin fee / account holder | $4,610 | $2,250+104.9% | $14,116-67.3% | $3,203+43.9% |