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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 | $67,358 | $51,638+30.4% | $68,368-1.5% | $82,448-18.3% |
| Participation rate | 63.6% | 63.6%0pp | 73.8%-10.1pp | 68.1%-4.4pp |
| Annual return | 10.75% | 37.53%-26.8pp | 292.57%-281.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $480 | $2,047-76.6% | $2,649-81.9% | $2,551-81.2% |
| Participant deferral / active EE | $1,766 | $2,914-39.4% | $4,123-57.2% | $4,139-57.3% |
| Admin fee / account holder | $2,588 | $4,643-44.3% | $5,150-49.7% | $7,234-64.2% |