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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 | $63,959 | $99,994-36.0% | $146,643-56.4% | $85,847-25.5% |
| Participation rate | 59.3% | 73.1%-13.7pp | 80.1%-20.8pp | 69.3%-10.0pp |
| Annual return | 9.41% | 18.93%-9.5pp | 22.75%-13.3pp | 318.61%-309.2pp |
| Employer contribution / active EE | $746 | $2,559-70.9% | $4,137-82.0% | $2,565-70.9% |
| Participant deferral / active EE | $1,963 | $4,006-51.0% | $5,506-64.4% | $3,952-50.3% |
| Admin fee / account holder | $9,736 | $7,703+26.4% | $10,280-5.3% | $6,261+55.5% |