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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 | $66,539 | $89,367-25.5% | $141,191-52.9% | $72,975-8.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 15.83% | 111.87%-96.0pp | 71.41%-55.6pp | 81.01%-65.2pp |
| Employer contribution / active EE | $1,705 | $3,115-45.3% | $4,736-64.0% | $2,440-30.1% |
| Participant deferral / active EE | $3,036 | $5,419-44.0% | $6,710-54.8% | $3,608-15.9% |
| Admin fee / account holder | $1,063 | $5,957-82.2% | $10,264-89.6% | $5,124-79.3% |