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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 | $47,417 | $78,682-39.7% | $109,188-56.6% | $85,851-44.8% |
| Participation rate | 67.6% | 68.3%-0.7pp | 75.9%-8.3pp | 69.3%-1.8pp |
| Annual return | 9.12% | 25.09%-16.0pp | 25.76%-16.6pp | 318.63%-309.5pp |
| Employer contribution / active EE | $1,558 | $2,734-43.0% | $3,723-58.2% | $2,565-39.3% |
| Participant deferral / active EE | $4,825 | $3,468+39.1% | $4,654+3.7% | $3,952+22.1% |
| Admin fee / account holder | $4,857 | $5,470-11.2% | $6,755-28.1% | $6,261-22.4% |