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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 | $78,561 | $57,073+37.7% | $85,126-7.7% | $80,925-2.9% |
| Participation rate | 18.9% | 56.4%-37.5pp | 67.5%-48.6pp | 67.7%-48.7pp |
| Annual return | 9.88% | 21.69%-11.8pp | 66.63%-56.8pp | 35.65%-25.8pp |
| Employer contribution / active EE | $746 | $1,801-58.5% | $2,731-72.7% | $2,756-72.9% |
| Participant deferral / active EE | $1,457 | $3,113-53.2% | $4,523-67.8% | $4,299-66.1% |
| Admin fee / account holder | $3,423 | $4,988-31.4% | $6,160-44.4% | $6,940-50.7% |