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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 | $55,758 | $61,787-9.8% | $97,197-42.6% | $80,925-31.1% |
| Participation rate | 64.0% | 63.5%+0.5pp | 72.7%-8.7pp | 67.7%-3.7pp |
| Annual return | 9.37% | -558.16%+567.5pp | 75.47%-66.1pp | 35.65%-26.3pp |
| Employer contribution / active EE | $949 | $1,836-48.3% | $2,723-65.1% | $2,756-65.6% |
| Participant deferral / active EE | $1,457 | $3,027-51.9% | $4,263-65.8% | $4,299-66.1% |
| Admin fee / account holder | $3,952 | $5,170-23.6% | $5,637-29.9% | $6,940-43.1% |