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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 | $62,085 | $99,875-37.8% | $146,866-57.7% | $86,983-28.6% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.5%-2.9pp |
| Annual return | 13.24% | 28.10%-14.9pp | 102.85%-89.6pp | 25.83%-12.6pp |
| Employer contribution / active EE | $808 | $3,224-74.9% | $4,425-81.7% | $2,584-68.7% |
| Participant deferral / active EE | $2,529 | $6,322-60.0% | $7,759-67.4% | $4,194-39.7% |
| Admin fee / account holder | $4,287 | $7,838-45.3% | $13,620-68.5% | $7,856-45.4% |