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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 | $30,160 | $88,672-66.0% | $105,223-71.3% | $82,448-63.4% |
| Participation rate | 68.0% | 67.9%+0.1pp | 75.0%-7.0pp | 68.1%-0.1pp |
| Annual return | 11.99% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,803 | $3,048-40.8% | $3,689-51.1% | $2,551-29.3% |
| Participant deferral / active EE | $2,756 | $4,036-31.7% | $5,072-45.7% | $4,139-33.4% |
| Admin fee / account holder | $4,904 | $7,146-31.4% | $8,859-44.6% | $7,234-32.2% |