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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 | $70,711 | $124,330-43.1% | $109,173-35.2% | $167,536-57.8% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 8.34% | 26.04%-17.7pp | 25.75%-17.4pp | 478.82%-470.5pp |
| Employer contribution / active EE | $990 | $4,209-76.5% | $3,723-73.4% | $4,839-79.5% |
| Participant deferral / active EE | $13,284 | $5,256+152.7% | $4,654+185.4% | $6,342+109.5% |
| Admin fee / account holder | $1,145 | $7,974-85.6% | $6,755-83.0% | $12,315-90.7% |