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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 | $50,163 | $36,948+35.8% | $73,658-31.9% | $87,485-42.7% |
| Participation rate | 28.7% | 46.8%-18.1pp | 57.0%-28.3pp | 68.9%-40.2pp |
| Annual return | 12.67% | 28.64%-16.0pp | 29.72%-17.1pp | 26.06%-13.4pp |
| Employer contribution / active EE | $160 | $670-76.1% | $1,032-84.5% | $2,596-93.8% |
| Participant deferral / active EE | $1,120 | $1,379-18.8% | $2,062-45.7% | $4,274-73.8% |
| Admin fee / account holder | $5,223 | $2,531+106.4% | $3,357+55.6% | $7,775-32.8% |