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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 | $71,385 | $55,902+27.7% | $76,030-6.1% | $80,959-11.8% |
| Participation rate | 54.5% | 62.1%-7.5pp | 69.1%-14.5pp | 67.7%-13.1pp |
| Annual return | 8.61% | 20.59%-12.0pp | 361.54%-352.9pp | 35.67%-27.1pp |
| Employer contribution / active EE | $743 | $1,867-60.2% | $2,688-72.4% | $2,757-73.1% |
| Participant deferral / active EE | $2,952 | $3,051-3.2% | $4,257-30.7% | $4,300-31.4% |
| Admin fee / account holder | $5,205 | $5,239-0.7% | $6,421-18.9% | $6,925-24.8% |