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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 | $55,888 | $98,766-43.4% | $149,730-62.7% | $79,852-30.0% |
| Participation rate | 68.3% | 75.8%-7.5pp | 82.5%-14.2pp | 69.6%-1.4pp |
| Annual return | 10.65% | 27.43%-16.8pp | 276.70%-266.0pp | 31.72%-21.1pp |
| Employer contribution / active EE | $1,581 | $3,217-50.8% | $4,645-66.0% | $2,471-36.0% |
| Participant deferral / active EE | $6,040 | $5,681+6.3% | $6,843-11.7% | $3,740+61.5% |
| Admin fee / account holder | $6,833 | $6,052+12.9% | $9,310-26.6% | $5,306+28.8% |