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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 | $75,084 | $49,896+50.5% | $80,627-6.9% | $75,173-0.1% |
| Participation rate | 50.0% | 55.3%-5.3pp | 67.0%-17.0pp | 67.2%-17.2pp |
| Annual return | 12.37% | 34.67%-22.3pp | 936.76%-924.4pp | 160.72%-148.4pp |
| Employer contribution / active EE | $560 | $1,699-67.0% | $2,723-79.4% | $2,671-79.0% |
| Participant deferral / active EE | $2,564 | $2,992-14.3% | $4,443-42.3% | $4,126-37.9% |
| Admin fee / account holder | $1,756 | $3,578-50.9% | $5,381-67.4% | $5,651-68.9% |