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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 | $69,556 | $70,532-1.4% | $68,948+0.9% | $137,256-49.3% |
| Participation rate | 41.7% | 81.0%-39.3pp | 79.2%-37.5pp | 80.0%-38.3pp |
| Annual return | 11.92% | 32.56%-20.6pp | 28.39%-16.5pp | 220.34%-208.4pp |
| Employer contribution / active EE | $982 | $4,355-77.5% | $4,165-76.4% | $4,156-76.4% |
| Participant deferral / active EE | $1,289 | $6,773-81.0% | $6,186-79.2% | $6,407-79.9% |
| Admin fee / account holder | $3,607 | $7,916-54.4% | $7,539-52.1% | $12,270-70.6% |