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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 | $76,460 | $58,099+31.6% | $76,902-0.6% | $75,177+1.7% |
| Participation rate | 60.0% | 63.9%-3.9pp | 69.6%-9.6pp | 67.2%-7.2pp |
| Annual return | 7.72% | 26.71%-19.0pp | 37.91%-30.2pp | 160.75%-153.0pp |
| Employer contribution / active EE | $437 | $1,996-78.1% | $2,534-82.7% | $2,671-83.6% |
| Participant deferral / active EE | $1,793 | $2,999-40.2% | $3,833-53.2% | $4,126-56.6% |
| Admin fee / account holder | $660 | $4,778-86.2% | $5,479-87.9% | $5,651-88.3% |