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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 | $64,323 | $83,485-23.0% | $125,180-48.6% | $72,983-11.9% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | 13.58% | 25.78%-12.2pp | 43.79%-30.2pp | 81.01%-67.4pp |
| Employer contribution / active EE | $946 | $2,346-59.7% | $3,866-75.5% | $2,440-61.2% |
| Participant deferral / active EE | $1,836 | $3,586-48.8% | $4,937-62.8% | $3,608-49.1% |
| Admin fee / account holder | $2,113 | $5,518-61.7% | $9,703-78.2% | $5,124-58.8% |