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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 | $72,482 | $71,615+1.2% | $153,416-52.8% | $65,306+11.0% |
| Participation rate | 14.7% | 49.3%-34.6pp | 74.3%-59.6pp | 57.7%-43.0pp |
| Annual return | 8.99% | 12.62%-3.6pp | 17.84%-8.8pp | 21.94%-12.9pp |
| Employer contribution / active EE | $680 | $1,488-54.3% | $3,764-81.9% | $1,967-65.5% |
| Participant deferral / active EE | $1,388 | $2,236-37.9% | $4,723-70.6% | $2,959-53.1% |
| Admin fee / account holder | $1,241 | $3,498-64.5% | $13,095-90.5% | $3,480-64.3% |