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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 | $62,001 | $62,592-0.9% | $85,709-27.7% | $85,847-27.8% |
| Participation rate | 68.6% | 61.1%+7.4pp | 69.9%-1.3pp | 69.3%-0.7pp |
| Annual return | 8.40% | 23.77%-15.4pp | 21.49%-13.1pp | 318.61%-310.2pp |
| Employer contribution / active EE | $381 | $1,755-78.3% | $2,619-85.5% | $2,565-85.2% |
| Participant deferral / active EE | $5,050 | $2,802+80.2% | $3,924+28.7% | $3,952+27.8% |
| Admin fee / account holder | $4,042 | $4,643-12.9% | $6,876-41.2% | $6,261-35.4% |