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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 | $77,055 | $91,198-15.5% | $178,503-56.8% | $79,856-3.5% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 6.41% | 24.20%-17.8pp | 151.12%-144.7pp | 31.71%-25.3pp |
| Employer contribution / active EE | $921 | $3,257-71.7% | $5,011-81.6% | $2,471-62.7% |
| Participant deferral / active EE | $3,064 | $3,237-5.3% | $5,202-41.1% | $3,741-18.1% |
| Admin fee / account holder | $3,069 | $6,748-54.5% | $13,987-78.1% | $5,306-42.2% |