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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 | $72,205 | $65,034+11.0% | $90,970-20.6% | $79,856-9.6% |
| Participation rate | 57.9% | 61.6%-3.7pp | 69.0%-11.1pp | 69.6%-11.7pp |
| Annual return | 10.06% | 30.45%-20.4pp | 134.60%-124.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $358 | $1,247-71.3% | $2,122-83.1% | $2,471-85.5% |
| Participant deferral / active EE | $2,459 | $2,512-2.1% | $3,373-27.1% | $3,741-34.3% |
| Admin fee / account holder | $1,048 | $4,536-76.9% | $5,961-82.4% | $5,306-80.3% |