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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 | $49,364 | $45,266+9.1% | $103,693-52.4% | $65,306-24.4% |
| Participation rate | 26.6% | 53.3%-26.7pp | 72.6%-46.1pp | 57.7%-31.1pp |
| Annual return | 2.90% | 25.10%-22.2pp | 47.61%-44.7pp | 21.94%-19.0pp |
| Employer contribution / active EE | $610 | $1,765-65.4% | $2,920-79.1% | $1,967-69.0% |
| Participant deferral / active EE | $990 | $2,099-52.8% | $4,579-78.4% | $2,959-66.5% |
| Admin fee / account holder | $9,523 | $3,221+195.6% | $7,858+21.2% | $3,480+173.7% |