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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 | $67,470 | $106,267-36.5% | $96,520-30.1% | $139,456-51.6% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 7.51% | 38.45%-30.9pp | 35.72%-28.2pp | 373.45%-365.9pp |
| Employer contribution / active EE | $1,893 | $4,105-53.9% | $3,739-49.4% | $4,753-60.2% |
| Participant deferral / active EE | $7,187 | $5,454+31.8% | $4,879+47.3% | $6,711+7.1% |
| Admin fee / account holder | $7,449 | $7,882-5.5% | $6,733+10.6% | $11,407-34.7% |