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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 | $67,590 | $57,073+18.4% | $85,126-20.6% | $80,925-16.5% |
| Participation rate | 41.2% | 56.4%-15.2pp | 67.5%-26.3pp | 67.7%-26.5pp |
| Annual return | 7.82% | 21.69%-13.9pp | 66.63%-58.8pp | 35.65%-27.8pp |
| Employer contribution / active EE | $524 | $1,801-70.9% | $2,731-80.8% | $2,756-81.0% |
| Participant deferral / active EE | $2,466 | $3,113-20.8% | $4,523-45.5% | $4,299-42.6% |
| Admin fee / account holder | $6,328 | $4,988+26.9% | $6,160+2.7% | $6,940-8.8% |