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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 | $80,330 | $89,364-10.1% | $141,177-43.1% | $72,983+10.1% |
| Participation rate | 67.3% | 75.1%-7.8pp | 82.5%-15.1pp | 69.5%-2.1pp |
| Annual return | 2.94% | 111.86%-108.9pp | 71.40%-68.5pp | 81.01%-78.1pp |
| Employer contribution / active EE | $768 | $3,115-75.3% | $4,736-83.8% | $2,440-68.5% |
| Participant deferral / active EE | $3,024 | $5,419-44.2% | $6,710-54.9% | $3,608-16.2% |
| Admin fee / account holder | $4,043 | $5,959-32.2% | $10,263-60.6% | $5,124-21.1% |