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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 | $74,759 | $78,707-5.0% | $117,861-36.6% | $70,126+6.6% |
| Participation rate | 69.8% | 73.2%-3.4pp | 79.7%-9.9pp | 69.5%+0.3pp |
| Annual return | 10.46% | 23.30%-12.8pp | 335.11%-324.6pp | 73.15%-62.7pp |
| Employer contribution / active EE | $1,026 | $2,223-53.9% | $3,786-72.9% | $2,343-56.2% |
| Participant deferral / active EE | $3,871 | $3,297+17.4% | $4,482-13.6% | $3,332+16.2% |
| Admin fee / account holder | $835 | $5,066-83.5% | $8,021-89.6% | $4,645-82.0% |