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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 | $78,558 | $52,279+50.3% | $89,400-12.1% | $79,858-1.6% |
| Participation rate | 26.3% | 57.5%-31.3pp | 68.0%-41.7pp | 69.6%-43.4pp |
| Annual return | 7.41% | 22.16%-14.8pp | 245.64%-238.2pp | 31.72%-24.3pp |
| Employer contribution / active EE | $496 | $1,572-68.4% | $2,586-80.8% | $2,471-79.9% |
| Participant deferral / active EE | $1,296 | $2,740-52.7% | $3,890-66.7% | $3,740-65.3% |
| Admin fee / account holder | $950 | $3,356-71.7% | $4,882-80.5% | $5,306-82.1% |