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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 | $70,814 | $101,950-30.5% | $125,529-43.6% | $86,983-18.6% |
| Participation rate | 69.2% | 70.2%-0.9pp | 74.7%-5.5pp | 69.5%-0.3pp |
| Annual return | 11.23% | 18.29%-7.1pp | 202.56%-191.3pp | 25.83%-14.6pp |
| Employer contribution / active EE | $1,287 | $2,358-45.4% | $3,058-57.9% | $2,584-50.2% |
| Participant deferral / active EE | $2,450 | $3,862-36.6% | $4,813-49.1% | $4,194-41.6% |
| Admin fee / account holder | $19,956 | $12,791+56.0% | $16,298+22.4% | $7,856+154.0% |