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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 | $66,338 | $45,266+46.6% | $103,693-36.0% | $65,306+1.6% |
| Participation rate | 32.4% | 53.3%-21.0pp | 72.6%-40.3pp | 57.7%-25.3pp |
| Annual return | 9.91% | 25.10%-15.2pp | 47.61%-37.7pp | 21.94%-12.0pp |
| Employer contribution / active EE | $868 | $1,765-50.8% | $2,920-70.3% | $1,967-55.9% |
| Participant deferral / active EE | $1,809 | $2,099-13.8% | $4,579-60.5% | $2,959-38.9% |
| Admin fee / account holder | $2,153 | $3,221-33.2% | $7,858-72.6% | $3,480-38.1% |