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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 | $77,822 | $75,541+3.0% | $152,093-48.8% | $82,637-5.8% |
| Participation rate | 18.0% | 66.5%-48.5pp | 77.8%-59.7pp | 68.1%-50.0pp |
| Annual return | 12.45% | 32.56%-20.1pp | 66.36%-53.9pp | 53.51%-41.1pp |
| Employer contribution / active EE | $366 | $2,622-86.1% | $4,175-91.2% | $2,552-85.7% |
| Participant deferral / active EE | $1,533 | $3,206-52.2% | $5,451-71.9% | $4,126-62.9% |
| Admin fee / account holder | $2,412 | $6,405-62.3% | $14,497-83.4% | $7,339-67.1% |