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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 | $67,604 | $81,358-16.9% | $155,556-56.5% | $80,959-16.5% |
| Participation rate | 17.3% | 66.3%-49.0pp | 78.2%-60.9pp | 67.7%-50.4pp |
| Annual return | 9.58% | 33.39%-23.8pp | 64.84%-55.3pp | 35.67%-26.1pp |
| Employer contribution / active EE | $756 | $3,106-75.7% | $4,675-83.8% | $2,757-72.6% |
| Participant deferral / active EE | $1,651 | $3,455-52.2% | $5,631-70.7% | $4,300-61.6% |
| Admin fee / account holder | $5,003 | $7,994-37.4% | $15,885-68.5% | $6,925-27.8% |