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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 | $67,556 | $32,037+110.9% | $69,182-2.3% | $62,881+7.4% |
| Participation rate | 32.5% | 43.4%-10.9pp | 55.1%-22.6pp | 69.3%-36.8pp |
| Annual return | 2.60% | 15.16%-12.6pp | -21.93%+24.5pp | 20.14%-17.5pp |
| Employer contribution / active EE | $790 | $679+16.3% | $1,206-34.5% | $2,281-65.4% |
| Participant deferral / active EE | $2,305 | $1,185+94.4% | $1,897+21.5% | $3,203-28.0% |
| Admin fee / account holder | $1,994 | $2,608-23.6% | $2,697-26.1% | $4,296-53.6% |