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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 | $74,345 | $89,367-16.8% | $141,191-47.3% | $72,975+1.9% |
| Participation rate | 65.9% | 75.1%-9.3pp | 82.5%-16.6pp | 69.5%-3.6pp |
| Annual return | 17.73% | 111.87%-94.1pp | 71.41%-53.7pp | 81.01%-63.3pp |
| Employer contribution / active EE | $741 | $3,115-76.2% | $4,736-84.4% | $2,440-69.6% |
| Participant deferral / active EE | $3,684 | $5,419-32.0% | $6,710-45.1% | $3,608+2.1% |
| Admin fee / account holder | $3,435 | $5,957-42.3% | $10,264-66.5% | $5,124-33.0% |