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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 | $58,433 | $35,183+66.1% | $73,550-20.6% | $70,126-16.7% |
| Participation rate | 18.3% | 42.9%-24.7pp | 54.9%-36.6pp | 69.5%-51.3pp |
| Annual return | 11.15% | 26.90%-15.8pp | -15.16%+26.3pp | 73.15%-62.0pp |
| Employer contribution / active EE | $97 | $709-86.3% | $1,219-92.1% | $2,343-95.9% |
| Participant deferral / active EE | $991 | $1,220-18.7% | $1,804-45.0% | $3,332-70.2% |
| Admin fee / account holder | $2,911 | $2,302+26.4% | $2,320+25.5% | $4,645-37.3% |