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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 | $66,689 | $69,248-3.7% | $64,101+4.0% | $139,466-52.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 2.88% | 45.95%-43.1pp | 33.72%-30.8pp | 373.66%-370.8pp |
| Employer contribution / active EE | $3,312 | $3,185+4.0% | $2,749+20.5% | $4,754-30.3% |
| Participant deferral / active EE | $7,099 | $4,682+51.6% | $3,881+82.9% | $6,712+5.8% |
| Admin fee / account holder | $828 | $4,247-80.5% | $3,070-73.0% | $11,409-92.7% |