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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 | $57,833 | $71,215-18.8% | $93,696-38.3% | $80,935-28.5% |
| Participation rate | 44.1% | 60.4%-16.3pp | 68.7%-24.6pp | 67.7%-23.5pp |
| Annual return | 9.59% | 11.27%-1.7pp | 133.74%-124.1pp | 35.66%-26.1pp |
| Employer contribution / active EE | $715 | $1,565-54.3% | $2,422-70.5% | $2,757-74.1% |
| Participant deferral / active EE | $1,993 | $4,037-50.6% | $4,417-54.9% | $4,299-53.6% |
| Admin fee / account holder | $2,274 | $6,958-67.3% | $8,287-72.6% | $6,924-67.2% |