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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 | $62,325 | $78,428-20.5% | $95,960-35.1% | $79,852-21.9% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 9.50% | 19.37%-9.9pp | 91.63%-82.1pp | 31.72%-22.2pp |
| Employer contribution / active EE | $912 | $1,945-53.1% | $2,541-64.1% | $2,471-63.1% |
| Participant deferral / active EE | $1,604 | $3,440-53.4% | $4,167-61.5% | $3,740-57.1% |
| Admin fee / account holder | $5,488 | $5,622-2.4% | $6,797-19.3% | $5,306+3.4% |