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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 | $84,467 | $63,354+33.3% | $94,105-10.2% | $82,637+2.2% |
| Participation rate | 50.0% | 63.8%-13.8pp | 71.9%-21.9pp | 68.1%-18.1pp |
| Annual return | 12.53% | 34.36%-21.8pp | 204.55%-192.0pp | 53.51%-41.0pp |
| Employer contribution / active EE | $684 | $1,760-61.1% | $2,504-72.7% | $2,552-73.2% |
| Participant deferral / active EE | $897 | $2,873-68.8% | $3,881-76.9% | $4,126-78.3% |
| Admin fee / account holder | $1,080 | $5,073-78.7% | $6,199-82.6% | $7,339-85.3% |