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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 | $113,350 | $77,962+45.4% | $178,540-36.5% | $80,935+40.0% |
| Participation rate | 15.9% | 65.7%-49.8pp | 77.1%-61.2pp | 67.7%-51.8pp |
| Annual return | 7.99% | 18.10%-10.1pp | 27.15%-19.2pp | 35.66%-27.7pp |
| Employer contribution / active EE | $632 | $2,280-72.3% | $3,953-84.0% | $2,757-77.1% |
| Participant deferral / active EE | $1,839 | $4,404-58.2% | $6,281-70.7% | $4,299-57.2% |
| Admin fee / account holder | $4,512 | $7,156-37.0% | $10,424-56.7% | $6,924-34.8% |