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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 | $64,217 | $56,110+14.4% | $94,993-32.4% | $70,126-8.4% |
| Participation rate | 57.5% | 65.0%-7.5pp | 73.9%-16.4pp | 69.5%-12.0pp |
| Annual return | 12.06% | 51.02%-39.0pp | 27.14%-15.1pp | 73.15%-61.1pp |
| Employer contribution / active EE | $455 | $1,442-68.5% | $2,603-82.5% | $2,343-80.6% |
| Participant deferral / active EE | $2,575 | $2,391+7.7% | $3,317-22.4% | $3,332-22.7% |
| Admin fee / account holder | $11,120 | $3,456+221.7% | $4,960+124.2% | $4,645+139.4% |