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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 | $54,021 | $49,255+9.7% | $70,494-23.4% | $79,856-32.4% |
| Participation rate | 56.5% | 69.2%-12.6pp | 75.1%-18.5pp | 69.6%-13.1pp |
| Annual return | 3.70% | 30.10%-26.4pp | 109.16%-105.5pp | 31.71%-28.0pp |
| Employer contribution / active EE | $978 | $2,100-53.4% | $2,738-64.3% | $2,471-60.4% |
| Participant deferral / active EE | $2,264 | $2,768-18.2% | $3,711-39.0% | $3,741-39.5% |
| Admin fee / account holder | $497 | $2,879-82.8% | $3,848-87.1% | $5,306-90.6% |