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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 | $64,993 | $67,595-3.8% | $186,193-65.1% | $64,340+1.0% |
| Participation rate | 34.8% | 51.9%-17.2pp | 77.1%-42.4pp | 55.2%-20.5pp |
| Annual return | 13.33% | 17.46%-4.1pp | 78.03%-64.7pp | 24.14%-10.8pp |
| Employer contribution / active EE | $359 | $1,513-76.3% | $3,918-90.8% | $1,862-80.7% |
| Participant deferral / active EE | $1,470 | $3,023-51.4% | $6,513-77.4% | $2,980-50.7% |
| Admin fee / account holder | $4,120 | $5,311-22.4% | $11,058-62.7% | $3,703+11.3% |