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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 | $77,186 | $48,118+60.4% | $136,833-43.6% | $94,015-17.9% |
| Participation rate | 43.1% | 47.4%-4.3pp | 59.0%-16.0pp | 70.8%-27.8pp |
| Annual return | 11.25% | 14.65%-3.4pp | 35.32%-24.1pp | 17.84%-6.6pp |
| Employer contribution / active EE | $99 | $821-88.0% | $1,319-92.5% | $2,790-96.5% |
| Participant deferral / active EE | $1,091 | $1,651-33.9% | $2,441-55.3% | $4,249-74.3% |
| Admin fee / account holder | $586 | $3,059-80.8% | $4,706-87.5% | $8,951-93.5% |