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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 | $53,897 | $98,776-45.4% | $149,745-64.0% | $79,856-32.5% |
| Participation rate | 67.3% | 75.8%-8.4pp | 82.5%-15.1pp | 69.6%-2.3pp |
| Annual return | 8.92% | 27.38%-18.5pp | 276.72%-267.8pp | 31.71%-22.8pp |
| Employer contribution / active EE | $612 | $3,217-81.0% | $4,646-86.8% | $2,471-75.2% |
| Participant deferral / active EE | $3,436 | $5,681-39.5% | $6,843-49.8% | $3,741-8.1% |
| Admin fee / account holder | $4,817 | $6,053-20.4% | $9,312-48.3% | $5,306-9.2% |