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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 | $67,929 | $98,766-31.2% | $149,730-54.6% | $79,852-14.9% |
| Participation rate | 61.2% | 75.8%-14.6pp | 82.5%-21.3pp | 69.6%-8.4pp |
| Annual return | 10.33% | 27.43%-17.1pp | 276.70%-266.4pp | 31.72%-21.4pp |
| Employer contribution / active EE | $1,479 | $3,217-54.0% | $4,645-68.2% | $2,471-40.1% |
| Participant deferral / active EE | $2,855 | $5,681-49.7% | $6,843-58.3% | $3,740-23.7% |
| Admin fee / account holder | $1,254 | $6,052-79.3% | $9,310-86.5% | $5,306-76.4% |