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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 | $76,694 | $77,901-1.5% | $149,717-48.8% | $75,181+2.0% |
| Participation rate | 60.7% | 65.6%-4.9pp | 78.8%-18.1pp | 67.2%-6.5pp |
| Annual return | 11.57% | 31.73%-20.2pp | 134.41%-122.8pp | 160.69%-149.1pp |
| Employer contribution / active EE | $2,190 | $3,137-30.2% | $4,820-54.6% | $2,671-18.0% |
| Participant deferral / active EE | $4,100 | $3,411+20.2% | $5,682-27.8% | $4,126-0.6% |
| Admin fee / account holder | $2,134 | $5,949-64.1% | $13,213-83.8% | $5,650-62.2% |