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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 | $65,828 | $70,430-6.5% | $96,572-31.8% | $85,851-23.3% |
| Participation rate | 65.1% | 61.8%+3.3pp | 69.8%-4.7pp | 69.3%-4.2pp |
| Annual return | 10.25% | 18.58%-8.3pp | 37.79%-27.5pp | 318.63%-308.4pp |
| Employer contribution / active EE | $394 | $1,413-72.2% | $2,357-83.3% | $2,565-84.7% |
| Participant deferral / active EE | $2,452 | $2,894-15.3% | $3,850-36.3% | $3,952-38.0% |
| Admin fee / account holder | $6,254 | $4,996+25.2% | $6,183+1.1% | $6,261-0.1% |