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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 | $79,887 | $93,345-14.4% | $119,126-32.9% | $87,485-8.7% |
| Participation rate | 64.0% | 68.7%-4.7pp | 75.8%-11.8pp | 68.9%-4.9pp |
| Annual return | 5.21% | 19.08%-13.9pp | 282.11%-276.9pp | 26.06%-20.9pp |
| Employer contribution / active EE | $2,008 | $3,172-36.7% | $4,034-50.2% | $2,596-22.7% |
| Participant deferral / active EE | $2,874 | $4,099-29.9% | $5,318-45.9% | $4,274-32.7% |
| Admin fee / account holder | $2,313 | $8,039-71.2% | $10,693-78.4% | $7,775-70.2% |