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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 | $68,286 | $77,908-12.4% | $149,696-54.4% | $75,173-9.2% |
| Participation rate | 57.1% | 65.6%-8.4pp | 78.8%-21.6pp | 67.2%-10.1pp |
| Annual return | 12.36% | 31.73%-19.4pp | 134.46%-122.1pp | 160.72%-148.4pp |
| Employer contribution / active EE | $1,155 | $3,138-63.2% | $4,821-76.0% | $2,671-56.8% |
| Participant deferral / active EE | $4,412 | $3,411+29.3% | $5,682-22.3% | $4,126+6.9% |
| Admin fee / account holder | $3,634 | $5,950-38.9% | $13,212-72.5% | $5,651-35.7% |