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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 | $61,815+24.1% | $97,295-21.2% | $80,959-5.3% |
| Participation rate | 64.4% | 63.5%+0.9pp | 72.7%-8.3pp | 67.7%-3.3pp |
| Annual return | 10.11% | -558.73%+568.8pp | 75.62%-65.5pp | 35.67%-25.6pp |
| Employer contribution / active EE | $557 | $1,836-69.7% | $2,723-79.6% | $2,757-79.8% |
| Participant deferral / active EE | $3,807 | $3,027+25.8% | $4,264-10.7% | $4,300-11.5% |
| Admin fee / account holder | $6,475 | $5,166+25.3% | $5,646+14.7% | $6,925-6.5% |