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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 | $61,071 | $85,171-28.3% | $172,752-64.6% | $72,975-16.3% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 11.49% | 27.32%-15.8pp | 802.97%-791.5pp | 81.01%-69.5pp |
| Employer contribution / active EE | $1,970 | $3,324-40.7% | $5,144-61.7% | $2,440-19.3% |
| Participant deferral / active EE | $3,384 | $3,260+3.8% | $5,198-34.9% | $3,608-6.2% |
| Admin fee / account holder | $2,771 | $5,880-52.9% | $13,955-80.1% | $5,124-45.9% |