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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 | $54,408 | $78,670-30.8% | $109,173-50.2% | $85,847-36.6% |
| Participation rate | 67.5% | 68.3%-0.8pp | 75.9%-8.4pp | 69.3%-1.8pp |
| Annual return | 9.36% | 25.09%-15.7pp | 25.75%-16.4pp | 318.61%-309.2pp |
| Employer contribution / active EE | $1,014 | $2,734-62.9% | $3,723-72.8% | $2,565-60.5% |
| Participant deferral / active EE | $3,488 | $3,467+0.6% | $4,654-25.1% | $3,952-11.7% |
| Admin fee / account holder | $5,864 | $5,469+7.2% | $6,755-13.2% | $6,261-6.3% |