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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 | $73,735 | $106,267-30.6% | $96,520-23.6% | $139,456-47.1% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.0pp |
| Annual return | 8.49% | 38.45%-30.0pp | 35.72%-27.2pp | 373.45%-365.0pp |
| Employer contribution / active EE | $1,629 | $4,105-60.3% | $3,739-56.4% | $4,753-65.7% |
| Participant deferral / active EE | $6,285 | $5,454+15.2% | $4,879+28.8% | $6,711-6.4% |
| Admin fee / account holder | $938 | $7,882-88.1% | $6,733-86.1% | $11,407-91.8% |