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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 | $39,237 | $68,880-43.0% | $120,580-67.5% | $80,959-51.5% |
| Participation rate | 65.4% | 61.7%+3.7pp | 72.0%-6.6pp | 67.7%-2.3pp |
| Annual return | 9.44% | 23.68%-14.2pp | 107.48%-98.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $843 | $2,066-59.2% | $3,469-75.7% | $2,757-69.4% |
| Participant deferral / active EE | $1,303 | $3,191-59.2% | $4,995-73.9% | $4,300-69.7% |
| Admin fee / account holder | $883 | $5,785-84.7% | $9,418-90.6% | $6,925-87.2% |