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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 | $36,721 | $58,099-36.8% | $76,872-52.2% | $75,173-51.2% |
| Participation rate | 69.8% | 63.9%+5.9pp | 69.6%+0.2pp | 67.2%+2.6pp |
| Annual return | 12.36% | 26.71%-14.4pp | 37.90%-25.5pp | 160.72%-148.4pp |
| Employer contribution / active EE | $558 | $1,996-72.0% | $2,533-78.0% | $2,671-79.1% |
| Participant deferral / active EE | $4,914 | $2,999+63.9% | $3,832+28.2% | $4,126+19.1% |
| Admin fee / account holder | $9,703 | $4,778+103.1% | $5,476+77.2% | $5,651+71.7% |