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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 | $64,473 | $25,014+157.7% | $69,623-7.4% | $80,935-20.3% |
| Participation rate | 40.2% | 64.2%-24.0pp | 66.4%-26.2pp | 67.7%-27.4pp |
| Annual return | 10.26% | 19.08%-8.8pp | 101.23%-91.0pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,147 | $991+15.7% | $1,709-32.9% | $2,757-58.4% |
| Participant deferral / active EE | $1,828 | $1,840-0.6% | $2,890-36.7% | $4,299-57.5% |
| Admin fee / account holder | $8,889 | $2,491+256.9% | $4,696+89.3% | $6,924+28.4% |