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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 | $79,700 | $77,574+2.7% | $108,753-26.7% | $86,983-8.4% |
| Participation rate | 25.8% | 62.3%-36.5pp | 71.1%-45.3pp | 69.5%-43.7pp |
| Annual return | 8.41% | 18.42%-10.0pp | 37.47%-29.1pp | 25.83%-17.4pp |
| Employer contribution / active EE | $626 | $1,611-61.1% | $2,427-74.2% | $2,584-75.8% |
| Participant deferral / active EE | $1,607 | $3,128-48.6% | $4,115-61.0% | $4,194-61.7% |
| Admin fee / account holder | $2,570 | $6,529-60.6% | $10,320-75.1% | $7,856-67.3% |