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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 | $71,649 | $89,370-19.8% | $141,197-49.3% | $72,976-1.8% |
| Participation rate | 62.5% | 75.1%-12.6pp | 82.5%-20.0pp | 69.5%-7.0pp |
| Annual return | 1.48% | 111.88%-110.4pp | 71.41%-69.9pp | 81.02%-79.5pp |
| Employer contribution / active EE | $1,611 | $3,115-48.3% | $4,736-66.0% | $2,440-34.0% |
| Participant deferral / active EE | $7,105 | $5,419+31.1% | $6,710+5.9% | $3,608+96.9% |
| Admin fee / account holder | $2,005 | $5,957-66.3% | $10,265-80.5% | $5,124-60.9% |