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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 | $67,215 | $56,110+19.8% | $94,993-29.2% | $70,126-4.2% |
| Participation rate | 31.3% | 65.0%-33.7pp | 73.9%-42.6pp | 69.5%-38.3pp |
| Annual return | 11.64% | 51.02%-39.4pp | 27.14%-15.5pp | 73.15%-61.5pp |
| Employer contribution / active EE | $567 | $1,442-60.7% | $2,603-78.2% | $2,343-75.8% |
| Participant deferral / active EE | $1,352 | $2,391-43.4% | $3,317-59.2% | $3,332-59.4% |
| Admin fee / account holder | $4,462 | $3,456+29.1% | $4,960-10.1% | $4,645-4.0% |