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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 | $68,045 | $36,002+89.0% | $161,489-57.9% | $64,728+5.1% |
| Participation rate | 19.1% | 57.4%-38.4pp | 78.7%-59.6pp | 57.9%-38.8pp |
| Annual return | 10.24% | 33.93%-23.7pp | 89.72%-79.5pp | 49.38%-39.1pp |
| Employer contribution / active EE | $584 | $1,380-57.7% | $4,268-86.3% | $2,243-74.0% |
| Participant deferral / active EE | $1,224 | $1,815-32.6% | $5,630-78.3% | $2,729-55.2% |
| Admin fee / account holder | $2,988 | $931+221.0% | $16,006-81.3% | $1,145+160.9% |