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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 | $63,693 | $76,551-16.8% | $123,894-48.6% | $62,881+1.3% |
| Participation rate | 67.1% | 73.0%-5.9pp | 81.4%-14.3pp | 69.3%-2.2pp |
| Annual return | 5.03% | 18.68%-13.6pp | 47.52%-42.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,533 | $2,882-46.8% | $4,617-66.8% | $2,281-32.8% |
| Participant deferral / active EE | $4,665 | $4,840-3.6% | $5,984-22.0% | $3,203+45.6% |
| Admin fee / account holder | $1,235 | $4,826-74.4% | $8,357-85.2% | $4,296-71.2% |