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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 | $79,159 | $98,776-19.9% | $149,745-47.1% | $79,856-0.9% |
| Participation rate | 67.6% | 75.8%-8.1pp | 82.5%-14.8pp | 69.6%-2.0pp |
| Annual return | 10.62% | 27.38%-16.8pp | 276.72%-266.1pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,480 | $3,217-54.0% | $4,646-68.2% | $2,471-40.1% |
| Participant deferral / active EE | $8,129 | $5,681+43.1% | $6,843+18.8% | $3,741+117.3% |
| Admin fee / account holder | $4,467 | $6,053-26.2% | $9,312-52.0% | $5,306-15.8% |