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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 | $15,005 | $77,908-80.7% | $149,696-90.0% | $75,173-80.0% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 9.91% | 31.73%-21.8pp | 134.46%-124.5pp | 160.72%-150.8pp |
| Employer contribution / active EE | $2,037 | $3,138-35.1% | $4,821-57.7% | $2,671-23.7% |
| Participant deferral / active EE | $2,807 | $3,411-17.7% | $5,682-50.6% | $4,126-32.0% |
| Admin fee / account holder | $608 | $5,950-89.8% | $13,212-95.4% | $5,651-89.2% |