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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 | $37,072 | $51,638-28.2% | $68,368-45.8% | $82,448-55.0% |
| Participation rate | 66.7% | 63.6%+3.1pp | 73.8%-7.1pp | 68.1%-1.4pp |
| Annual return | 13.31% | 37.53%-24.2pp | 292.57%-279.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,884 | $2,047-7.9% | $2,649-28.9% | $2,551-26.1% |
| Participant deferral / active EE | $3,704 | $2,914+27.1% | $4,123-10.2% | $4,139-10.5% |
| Admin fee / account holder | $1,086 | $4,643-76.6% | $5,150-78.9% | $7,234-85.0% |