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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 | $25,637 | $37,446-31.5% | $77,513-66.9% | $79,852-67.9% |
| Participation rate | 50.0% | 41.5%+8.5pp | 54.2%-4.2pp | 69.6%-19.6pp |
| Annual return | 8.07% | 39.76%-31.7pp | 54.81%-46.7pp | 31.72%-23.6pp |
| Employer contribution / active EE | $569 | $637-10.6% | $987-42.3% | $2,471-77.0% |
| Participant deferral / active EE | $1,373 | $1,261+8.9% | $1,861-26.2% | $3,740-63.3% |
| Admin fee / account holder | $6,250 | $2,506+149.4% | $2,859+118.6% | $5,306+17.8% |