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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 | $67,948 | $71,215-4.6% | $93,696-27.5% | $80,935-16.0% |
| Participation rate | 13.8% | 60.4%-46.6pp | 68.7%-54.9pp | 67.7%-53.9pp |
| Annual return | 8.32% | 11.27%-2.9pp | 133.74%-125.4pp | 35.66%-27.3pp |
| Employer contribution / active EE | $499 | $1,565-68.1% | $2,422-79.4% | $2,757-81.9% |
| Participant deferral / active EE | $1,295 | $4,037-67.9% | $4,417-70.7% | $4,299-69.9% |
| Admin fee / account holder | $6,891 | $6,958-1.0% | $8,287-16.8% | $6,924-0.5% |