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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 | $83,767 | $102,385-18.2% | $147,080-43.0% | $80,935+3.5% |
| Participation rate | 65.4% | 75.9%-10.5pp | 82.2%-16.8pp | 67.7%-2.3pp |
| Annual return | 7.84% | 135.09%-127.3pp | 420.17%-412.3pp | 35.66%-27.8pp |
| Employer contribution / active EE | $1,702 | $3,717-54.2% | $4,933-65.5% | $2,757-38.3% |
| Participant deferral / active EE | $4,934 | $6,651-25.8% | $8,066-38.8% | $4,299+14.8% |
| Admin fee / account holder | $1,353 | $7,951-83.0% | $12,989-89.6% | $6,924-80.5% |