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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 | $81,678 | $96,508-15.4% | $75,901+7.6% | $152,897-46.6% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 1.81% | 33.99%-32.2pp | 30.76%-29.0pp | 345.43%-343.6pp |
| Employer contribution / active EE | $646 | $3,310-80.5% | $2,501-74.2% | $4,764-86.4% |
| Participant deferral / active EE | $2,207 | $4,554-51.5% | $3,603-38.8% | $5,851-62.3% |
| Admin fee / account holder | $1,863 | $8,081-77.0% | $5,420-65.6% | $11,599-83.9% |