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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 | $46,464+46.4% | $150,298-54.7% | $79,634-14.6% |
| Participation rate | 19.1% | 57.0%-37.9pp | 77.8%-58.7pp | 62.5%-43.4pp |
| Annual return | 10.24% | 27.89%-17.7pp | 62.79%-52.5pp | 36.46%-26.2pp |
| Employer contribution / active EE | $584 | $1,512-61.4% | $4,154-85.9% | $2,529-76.9% |
| Participant deferral / active EE | $1,224 | $2,157-43.3% | $5,453-77.6% | $3,835-68.1% |
| Admin fee / account holder | $2,988 | $891+235.4% | $14,116-78.8% | $1,002+198.2% |