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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 | $66,848 | $37,446+78.5% | $77,513-13.8% | $79,852-16.3% |
| Participation rate | 22.2% | 41.5%-19.3pp | 54.2%-32.0pp | 69.6%-47.4pp |
| Annual return | 9.44% | 39.76%-30.3pp | 54.81%-45.4pp | 31.72%-22.3pp |
| Employer contribution / active EE | $1,088 | $637+70.8% | $987+10.3% | $2,471-56.0% |
| Participant deferral / active EE | $2,370 | $1,261+88.0% | $1,861+27.4% | $3,740-36.6% |
| Admin fee / account holder | $754 | $2,506-69.9% | $2,859-73.6% | $5,306-85.8% |