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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 | $67,675 | $78,705-14.0% | $117,857-42.6% | $70,131-3.5% |
| Participation rate | 65.4% | 73.2%-7.8pp | 79.7%-14.3pp | 69.5%-4.2pp |
| Annual return | 12.10% | 23.30%-11.2pp | 335.09%-323.0pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,475 | $2,223-33.6% | $3,786-61.0% | $2,342-37.0% |
| Participant deferral / active EE | $4,189 | $3,297+27.0% | $4,482-6.5% | $3,332+25.7% |
| Admin fee / account holder | $1,966 | $5,065-61.2% | $8,020-75.5% | $4,645-57.7% |