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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 | $80,686 | $88,672-9.0% | $105,223-23.3% | $82,448-2.1% |
| Participation rate | 59.1% | 67.9%-8.8pp | 75.0%-16.0pp | 68.1%-9.0pp |
| Annual return | 8.79% | 30.86%-22.1pp | 180.65%-171.9pp | 41.64%-32.8pp |
| Employer contribution / active EE | $1,054 | $3,048-65.4% | $3,689-71.4% | $2,551-58.7% |
| Participant deferral / active EE | $3,317 | $4,036-17.8% | $5,072-34.6% | $4,139-19.9% |
| Admin fee / account holder | $456 | $7,146-93.6% | $8,859-94.9% | $7,234-93.7% |