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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 | $57,871 | $54,763+5.7% | $90,324-35.9% | $72,976-20.7% |
| Participation rate | 20.4% | 65.2%-44.8pp | 73.3%-52.9pp | 69.5%-49.1pp |
| Annual return | 10.21% | 30.63%-20.4pp | 78.15%-67.9pp | 81.02%-70.8pp |
| Employer contribution / active EE | $317 | $2,093-84.9% | $2,856-88.9% | $2,440-87.0% |
| Participant deferral / active EE | $1,105 | $2,887-61.7% | $3,885-71.6% | $3,608-69.4% |
| Admin fee / account holder | $5,174 | $3,973+30.2% | $5,356-3.4% | $5,124+1.0% |