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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 | $76,663 | $89,370-14.2% | $141,197-45.7% | $72,976+5.1% |
| Participation rate | 62.1% | 75.1%-13.1pp | 82.5%-20.4pp | 69.5%-7.4pp |
| Annual return | 17.99% | 111.88%-93.9pp | 71.41%-53.4pp | 81.02%-63.0pp |
| Employer contribution / active EE | $621 | $3,115-80.1% | $4,736-86.9% | $2,440-74.6% |
| Participant deferral / active EE | $5,650 | $5,419+4.3% | $6,710-15.8% | $3,608+56.6% |
| Admin fee / account holder | $8,760 | $5,957+47.1% | $10,265-14.7% | $5,124+71.0% |