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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 | $85,430 | $58,057+47.1% | $97,032-12.0% | $86,983-1.8% |
| Participation rate | 19.2% | 60.4%-41.1pp | 71.6%-52.3pp | 69.5%-50.3pp |
| Annual return | 12.90% | 22.26%-9.4pp | 35.38%-22.5pp | 25.83%-12.9pp |
| Employer contribution / active EE | $373 | $1,663-77.6% | $2,629-85.8% | $2,584-85.6% |
| Participant deferral / active EE | $889 | $3,244-72.6% | $4,672-81.0% | $4,194-78.8% |
| Admin fee / account holder | $6,538 | $4,839+35.1% | $9,418-30.6% | $7,856-16.8% |