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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 | $84,680 | $107,421-21.2% | $182,262-53.5% | $94,015-9.9% |
| Participation rate | 65.7% | 77.8%-12.1pp | 84.2%-18.5pp | 70.8%-5.1pp |
| Annual return | 9.85% | 21.32%-11.5pp | 140.60%-130.7pp | 17.84%-8.0pp |
| Employer contribution / active EE | $1,758 | $3,448-49.0% | $5,046-65.1% | $2,790-37.0% |
| Participant deferral / active EE | $4,123 | $6,558-37.1% | $8,276-50.2% | $4,249-3.0% |
| Admin fee / account holder | $750 | $8,692-91.4% | $16,712-95.5% | $8,951-91.6% |