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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 | $63,321 | $29,670+113.4% | $56,054+13.0% | $80,911-21.7% |
| Participation rate | 32.5% | 41.7%-9.2pp | 52.5%-20.0pp | 67.6%-35.2pp |
| Annual return | 10.55% | 35.24%-24.7pp | 1705.95%-1695.4pp | 35.63%-25.1pp |
| Employer contribution / active EE | $595 | $670-11.1% | $1,039-42.7% | $2,756-78.4% |
| Participant deferral / active EE | $1,610 | $1,227+31.2% | $1,952-17.5% | $4,297-62.5% |
| Admin fee / account holder | $868 | $2,431-64.3% | $2,822-69.2% | $6,935-87.5% |