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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 | $67,898 | $87,733-22.6% | $106,555-36.3% | $85,847-20.9% |
| Participation rate | 62.9% | 71.9%-9.1pp | 76.1%-13.3pp | 69.3%-6.5pp |
| Annual return | 7.49% | 21.86%-14.4pp | 26.80%-19.3pp | 318.61%-311.1pp |
| Employer contribution / active EE | $872 | $2,073-57.9% | $2,819-69.1% | $2,565-66.0% |
| Participant deferral / active EE | $4,955 | $3,469+42.8% | $4,399+12.6% | $3,952+25.4% |
| Admin fee / account holder | $7,016 | $6,767+3.7% | $7,408-5.3% | $6,261+12.1% |