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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 | $96,144 | $61,815+55.5% | $97,295-1.2% | $80,959+18.8% |
| Participation rate | 60.9% | 63.5%-2.6pp | 72.7%-11.8pp | 67.7%-6.8pp |
| Annual return | 10.02% | -558.73%+568.7pp | 75.62%-65.6pp | 35.67%-25.7pp |
| Employer contribution / active EE | $671 | $1,836-63.5% | $2,723-75.4% | $2,757-75.7% |
| Participant deferral / active EE | $3,398 | $3,027+12.3% | $4,264-20.3% | $4,300-21.0% |
| Admin fee / account holder | $3,453 | $5,166-33.2% | $5,646-38.8% | $6,925-50.1% |