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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 | $67,585 | $37,446+80.5% | $77,513-12.8% | $79,852-15.4% |
| Participation rate | 31.7% | 41.5%-9.8pp | 54.2%-22.5pp | 69.6%-37.9pp |
| Annual return | 7.44% | 39.76%-32.3pp | 54.81%-47.4pp | 31.72%-24.3pp |
| Employer contribution / active EE | $645 | $637+1.2% | $987-34.6% | $2,471-73.9% |
| Participant deferral / active EE | $688 | $1,261-45.5% | $1,861-63.1% | $3,740-81.6% |
| Admin fee / account holder | $7,143 | $2,506+185.0% | $2,859+149.8% | $5,306+34.6% |