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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 | $80,067 | $57,541+39.1% | $95,728-16.4% | $75,181+6.5% |
| Participation rate | 20.6% | 62.5%-41.9pp | 72.3%-51.6pp | 67.2%-46.6pp |
| Annual return | 13.08% | 34.93%-21.8pp | 28.40%-15.3pp | 160.69%-147.6pp |
| Employer contribution / active EE | $721 | $1,808-60.1% | $2,835-74.6% | $2,671-73.0% |
| Participant deferral / active EE | $1,685 | $3,074-45.2% | $4,245-60.3% | $4,126-59.2% |
| Admin fee / account holder | $401 | $4,099-90.2% | $5,673-92.9% | $5,650-92.9% |