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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 | $59,157 | $62,672-5.6% | $185,117-68.0% | $70,126-15.6% |
| Participation rate | 36.9% | 63.8%-26.9pp | 77.3%-40.3pp | 69.5%-32.6pp |
| Annual return | 7.71% | 40.79%-33.1pp | 40.50%-32.8pp | 73.15%-65.4pp |
| Employer contribution / active EE | $695 | $1,753-60.3% | $4,182-83.4% | $2,343-70.3% |
| Participant deferral / active EE | $1,309 | $3,272-60.0% | $5,045-74.0% | $3,332-60.7% |
| Admin fee / account holder | $396 | $3,932-89.9% | $8,159-95.2% | $4,645-91.5% |