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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 | $80,624 | $36,948+118.2% | $73,658+9.5% | $87,485-7.8% |
| Participation rate | 40.0% | 46.8%-6.8pp | 57.0%-17.0pp | 68.9%-28.9pp |
| Annual return | 7.31% | 28.64%-21.3pp | 29.72%-22.4pp | 26.06%-18.7pp |
| Employer contribution / active EE | $710 | $670+6.0% | $1,032-31.2% | $2,596-72.7% |
| Participant deferral / active EE | $1,801 | $1,379+30.6% | $2,062-12.7% | $4,274-57.9% |
| Admin fee / account holder | $1,630 | $2,531-35.6% | $3,357-51.4% | $7,775-79.0% |