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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 | $64,495 | $87,060-25.9% | $105,591-38.9% | $80,911-20.3% |
| Participation rate | 65.7% | 70.4%-4.7pp | 75.3%-9.6pp | 67.6%-1.9pp |
| Annual return | 5.98% | 17.05%-11.1pp | 116.43%-110.4pp | 35.63%-29.6pp |
| Employer contribution / active EE | $1,891 | $2,396-21.1% | $3,166-40.3% | $2,756-31.4% |
| Participant deferral / active EE | $3,559 | $3,986-10.7% | $5,008-28.9% | $4,297-17.2% |
| Admin fee / account holder | $3,351 | $8,442-60.3% | $11,024-69.6% | $6,935-51.7% |