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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 | $72,125 | $70,435+2.4% | $96,575-25.3% | $85,856-16.0% |
| Participation rate | 60.0% | 61.8%-1.8pp | 69.8%-9.8pp | 69.3%-9.3pp |
| Annual return | 9.91% | 18.59%-8.7pp | 37.79%-27.9pp | 318.58%-308.7pp |
| Employer contribution / active EE | $1,134 | $1,413-19.8% | $2,357-51.9% | $2,565-55.8% |
| Participant deferral / active EE | $2,571 | $2,894-11.2% | $3,849-33.2% | $3,952-35.0% |
| Admin fee / account holder | $970 | $4,997-80.6% | $6,182-84.3% | $6,261-84.5% |