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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 | $79,655 | $65,041+22.5% | $90,965-12.4% | $79,858-0.3% |
| Participation rate | 34.1% | 61.6%-27.5pp | 69.0%-34.9pp | 69.6%-35.5pp |
| Annual return | 8.64% | 30.45%-21.8pp | 134.57%-125.9pp | 31.72%-23.1pp |
| Employer contribution / active EE | $271 | $1,247-78.3% | $2,122-87.2% | $2,471-89.0% |
| Participant deferral / active EE | $1,679 | $2,512-33.1% | $3,373-50.2% | $3,740-55.1% |
| Admin fee / account holder | $13,696 | $4,536+201.9% | $5,960+129.8% | $5,306+158.1% |