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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 | $69,304 | $29,051+138.6% | $52,425+32.2% | $67,986+1.9% |
| Participation rate | 19.0% | 30.4%-11.4pp | 55.6%-36.6pp | 57.2%-38.2pp |
| Annual return | 12.57% | 24.00%-11.4pp | 302.12%-289.6pp | 31.67%-19.1pp |
| Employer contribution / active EE | $338 | $412-17.8% | $914-63.0% | $2,019-83.2% |
| Participant deferral / active EE | $909 | $873+4.1% | $1,790-49.2% | $3,358-72.9% |
| Admin fee / account holder | $2,648 | $2,113+25.4% | $2,495+6.2% | $3,203-17.3% |