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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 | $64,078 | $85,766-25.3% | $136,298-53.0% | $70,126-8.6% |
| Participation rate | 67.2% | 74.2%-6.9pp | 81.9%-14.7pp | 69.5%-2.3pp |
| Annual return | 13.12% | 31.46%-18.3pp | 5156.27%-5143.2pp | 73.15%-60.0pp |
| Employer contribution / active EE | $643 | $2,966-78.3% | $4,696-86.3% | $2,343-72.5% |
| Participant deferral / active EE | $3,821 | $5,051-24.4% | $6,247-38.8% | $3,332+14.7% |
| Admin fee / account holder | $3,766 | $5,421-30.5% | $9,244-59.3% | $4,645-18.9% |