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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 | $70,854 | $102,422-30.8% | $147,117-51.8% | $80,959-12.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 9.24% | 135.16%-125.9pp | 420.54%-411.3pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,516 | $3,717-59.2% | $4,932-69.3% | $2,757-45.0% |
| Participant deferral / active EE | $3,079 | $6,652-53.7% | $8,065-61.8% | $4,300-28.4% |
| Admin fee / account holder | $643 | $7,953-91.9% | $12,993-95.1% | $6,925-90.7% |