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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 | $75,597 | $41,377+82.7% | $109,313-30.8% | $62,881+20.2% |
| Participation rate | 8.3% | 57.5%-49.2pp | 71.3%-62.9pp | 69.3%-61.0pp |
| Annual return | 4.84% | 11.05%-6.2pp | 22.07%-17.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $346 | $1,276-72.9% | $3,892-91.1% | $2,281-84.8% |
| Participant deferral / active EE | $895 | $2,045-56.2% | $3,166-71.7% | $3,203-72.1% |
| Admin fee / account holder | $2,318 | $2,884-19.6% | $5,666-59.1% | $4,296-46.0% |