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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 | $63,313 | $64,920-2.5% | $103,693-38.9% | $86,983-27.2% |
| Participation rate | 65.9% | 63.6%+2.3pp | 72.6%-6.8pp | 69.5%-3.7pp |
| Annual return | 9.48% | 30.29%-20.8pp | 47.61%-38.1pp | 25.83%-16.4pp |
| Employer contribution / active EE | $895 | $2,141-58.2% | $2,920-69.4% | $2,584-65.4% |
| Participant deferral / active EE | $1,718 | $3,241-47.0% | $4,579-62.5% | $4,194-59.0% |
| Admin fee / account holder | $2,161 | $6,191-65.1% | $7,858-72.5% | $7,856-72.5% |